Principal | Wealth Advisor
Parallel Advisors
February 2013 - Present | San Francisco
Wealth and Investment Management at Barclays
2011 - February 2013
University of California, Berkeley - School of Law
1971 - 1974
University of Washington
1967 - 1971
Over five decades of experience as a financial executive I have managed a broad array of public and private investments as well as serving as a senior executive in public companies. I specialize in guiding clients through complex financial situations, including generational wealth transfer and high-net-worth divorce planning. My extensive investment management background informs a thoughtful, experience-driven approach to wealth management.
Navigate joint financial decisions, tax strategies and legacy planning together.
Navigate financial transitions and build a secure independent future.
Navigate sudden wealth with guidance tailored to your generation's unique needs.
Coordinate wealth strategies across generations for lasting family prosperity.
Navigate executive compensation, deferred comp and complex tax situations.
Maximize wealth accumulation with sophisticated tax and investment strategies.
Preserve and grow family wealth across generations with thoughtful stewardship.
Tailored strategies for physicians, dentists and healthcare professionals.
Specialized planning for attorneys and law firm partners.
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.
Navigate financial complexities during and after divorce transitions.
Comprehensive insurance and risk mitigation strategies.
Education funding strategies across generations.
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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