Principal | Wealth Advisor
Parallel Advisors, LLC
Aug 2015 - Present | San Francisco
Capital Capital Advisors, LLC
1998 - 2015 | Larkspur, CA
1981 - 1997
Select Film Credits:
Stanford University
Scholarship athlete - Cross Country and Track
Saint Mary's College of California
The focus of my practice is serving “creative professionals,” artists, animators, architects, coders, thinkers and dreamers who have managed to overcome the odds and find themselves sitting on significant investable assets that they are uncomfortable handling themselves.
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 joint financial decisions, tax strategies and legacy planning together.
Integrate business and personal wealth strategies for optimal tax efficiency.
Preserve and grow family wealth across generations with thoughtful stewardship.
Optimize public pension benefits and supplement retirement savings.
Integrate real estate holdings with comprehensive wealth planning.
Navigate variable income and build long-term financial security.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Sophisticated strategies for sustainable retirement income.
Maximize public pension benefits and retirement strategies.
Structure charitable giving for maximum impact and tax efficiency.
Environmentally and socially responsible investment strategies.
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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