Wealth Advisor
Recent highlights from 40 years of experience
Parallel Advisors, LLC
2024 - Present | San Francisco
Fifth Third Wealth Advisors
2022 - 2023 | San Francisco
U.S. Bank Private Wealth Management
2011 - 2022 | San Francisco
UC Santa Barbara
1984 - 1987
University of California, Berkeley Extension
2006 - 2008
As an independent, tech-savvy fiduciary advisor with four decades of experience, I provide high-touch, goals-based guidance to both individual and institutional clients. Much of my career has been spent in and around Silicon Valley as an investment analyst, portfolio manager and wealth advisor, giving me a real affinity for working with business owners, tech executives and engineers. My team and I operate as your personal CFO, coordinating investments, financial planning, estate and trust, tax, asset protection, liquidity and charitable giving, so your time stays where it's most valuable: building and living. We are well-versed in the complexities of Silicon Valley compensation structures, translating RSUs, ISOs/NSOs, ESPP and concentrated stock holdings into strategic, tax-efficient diversified plans based on your needs. For our institutional clients, such as foundations and endowments, we provide mission-driven services including guidance on investment policy and governance, portfolio strategy and investment management (including ESG integration), and customized reporting.
Navigate joint financial decisions, tax strategies and legacy planning together.
Build financial independence and long-term security on your own terms.
Build financial independence and long-term security on your own terms.
Coordinate wealth strategies across generations for lasting family prosperity.
Navigate executive compensation, deferred comp and complex tax situations.
From startup equity to exit planning - guidance through every growth stage.
Integrate business and personal wealth strategies for optimal tax efficiency.
Preserve and grow family wealth across generations with thoughtful stewardship.
Maximize equity compensation with RSU, ISO and ESPP optimization strategies.
Mission-driven guidance for endowments, foundations and tax-exempt organizations.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Comprehensive estate planning for wealth preservation and transfer.
Structure charitable giving for maximum impact and tax efficiency.
Comprehensive financial planning for business structure and cash flow optimization.
Strategic portfolio management tailored to your goals and risk tolerance.
Environmentally and socially responsible investment strategies.
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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