Senior Wealth Planner
Parallel Advisors, LLC
Dec 2017 - Present | San Francisco
Waypoint Wealth Partners
Apr 2016 - Sep 2017 | San Francisco Bay Area
Golden Gate University
Santa Clara University
As a Senior Wealth Planner, I serve as a trusted resource to our advisors and their clients. I help clients understand and navigate complex financial planning topics, including cash flow and retirement planning, insurance, education funding, tax planning, and estate planning. I particularly enjoy working with young families, women in transition, and tech entrepreneurs—empowering them to feel confident and secure in their financial future. Whether navigating a significant life transition, an inheritance, or a business windfall, I work closely with you and your lead advisor as a dedicated partner in simplifying complex financial decisions.
Navigate joint financial decisions, tax strategies and legacy planning together.
Build financial independence and long-term security on your own terms.
Navigate life transitions with confidence and clarity during uncertain times.
Navigate sudden wealth with guidance tailored to your generation's unique needs.
Maximize wealth accumulation with sophisticated tax and investment strategies.
Integrate business and personal wealth strategies for optimal tax efficiency.
Maximize pension benefits and plan for early retirement opportunities.
Preserve and grow family wealth across generations with thoughtful stewardship.
Maximize equity compensation with RSU, ISO and ESPP optimization strategies.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Thoughtful estate planning to protect your legacy and provide for future generations.
Sophisticated strategies for sustainable retirement income.
Strategic planning for real estate investment portfolios.
Navigate sudden wealth events with strategic planning.
Manager of Wealth Planning
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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