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
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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