Principal | Wealth Advisor
Parallel Advisors, LLC
September 2009 - Present | San Francisco
Merrill Lynch
December 1989 - September 2009 | New York, NY
UNH Peter T. Paul College of Business and Economics
1973 - 1976
I value excellent service above all else in my practice.
Navigate joint financial decisions, tax strategies and legacy planning together.
Navigate life transitions with confidence and clarity during uncertain times.
Strategic planning for manufacturing business owners and their families.
Integrate business and personal wealth strategies for optimal tax efficiency.
Tailored strategies for physicians, dentists and healthcare professionals.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Sophisticated strategies for sustainable retirement income.
Comprehensive insurance and risk mitigation strategies.
Trust Services Director
Director of Private Market Investments
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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