Wealth Advisor | Shareholder
Parallel Advisors, LLC
Mar 2023 - Present | Northern NV, CA & Western USA
U.S. Bank
Sep 2012 - Oct 2022 | Northern CA & Northern NV Market Area Regions
Golden Gate University
1993 - 1994
Golden Gate University
1993 - 1994
College of Marin
1992 - 1994
In our team’s work with clients, as the lead Wealth Advisor, I focus specifically on helping each client make informed, appropriate financial and life decisions that support their key wealth planning objectives over time. In short, I help my clients ultimately make work optional in the most tax efficient manner possible given their unique financial and life profile.
Dedicated to helping clients work toward their financial goals
Personalized wealth management for married couples.
Personalized wealth management for multi generational families.
Sophisticated wealth strategies for C-level executives and their families.
From startup equity to exit planning - guidance through every growth stage.
Personalized wealth management for founder / entrepreneur - services.
Personalized wealth management for inherited wealth.
Personalized wealth management for real estate professionals.
Specialized expertise where I deliver the greatest value
Specialized expertise to help you work toward your financial objectives.
Specialized expertise to help you work toward your financial objectives.
Specialized expertise to help you work toward your financial objectives.
Sophisticated banking solutions for high net worth families.
Structure charitable giving for maximum impact and tax efficiency.
Market commentary and investment perspectives
Earnings Growth, A U.S./Iran Ceasefire and a Strong Economy Send Stocks to New Highs
Markets staged an impressive rebound in Q2, as strong corporate earnings and rising hopes for a U.S./Iran ceasefire pushed the S&P 500 to new all-time highs.
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Securities-Backed Lending: Strategy for Alternative Liquidity
Securities-backed lines of credit, also called pledged asset lines, allow eligible investors to borrow against a taxable investment portfolio without selling securities. They can provide liquidity for taxes, large purchases, or other short-term needs while allowing the portfolio to remain invested.
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War, Private Credit Worries and AI Anxiety Weigh on Stocks
Market volatility spiked in the first quarter of 2026. A surge in geopolitical tensions, growing concerns about potential stress in private credit markets, and fears that artificial intelligence (AI) may disrupt certain industries combined to push the S&P 500 moderately lower to start the year.
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Principal | Head of Research & Trading
Trust Services Director
Director of Private Market Investments
Manager of Wealth Planning
Wealth Advisor