Wealth Advisor
Parallel Advisors, LLC
2025 - Present | San Francisco
New York University, School of Professional Studies
University of California, Los Angeles
John Carroll University
Harper College
2022 - Present
E*TRADE
Morgan Stanley
2016 - 2023 | Chicago
The American College of Financial Services
2024
Pacific Oaks College
2023 - 2024
Yale University
2023
Western Governors University
2021 - 2022
Boston University
2020 - 2021
Loyola University Chicago
2007 - 2011
The Health and Wealth Team at Parallel works with collaborative families who are navigating transitions. We offer comprehensive estate, gift, tax and financial planning to help these families navigate the transition and work toward building a legacy for their wealth. We also incorporate planning for families impacted by special needs and focus on creating long-term funding strategies with private market investments.
Navigate joint financial decisions, tax strategies and legacy planning together.
Navigate joint financial decisions, tax strategies and legacy planning together.
Navigate sudden wealth with guidance tailored to your generation's unique needs.
Coordinate wealth strategies across generations for lasting family prosperity.
Navigate executive compensation, deferred comp and complex tax situations.
Integrate business and personal wealth strategies for service industry leaders.
Preserve and grow family wealth across generations with thoughtful stewardship.
Optimize public pension benefits and supplement retirement savings.
Optimize self-employment income and build sustainable wealth.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Comprehensive tax planning and preparation services.
Thoughtful estate planning to protect your legacy and provide for future generations.
Specialized planning for families with special needs members.
Education funding strategies across generations.
Tax Director
Senior Wealth Planner
Operations Associate
Market commentary and investment perspectives
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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Required Minimum Distributions: A Guide to RMDs
Required Minimum Distributions (RMDs) are the minimum amounts the IRS requires you to withdraw each year from retirement accounts such as IRAs, 401(k)s, or similar plans once you reach a certain age.
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Stocks Extend the Bull Market Run in 2025
The S&P 500 opened the fourth quarter by reaching a new all-time high in early October. However, market volatility increased later in the month amid renewed trade tensions between the United States and China.
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