Principal | Wealth Advisor
As a Certified Divorce Financial Analyst, my approach is rooted in empathy and education, particularly for clients who feel overwhelmed because they weren't the primary financial decision-makers during their marriage. I understand how daunting the financial unknown can be during this transition. We start by bringing order to the chaos, gathering your documents, organizing your financial picture and translating complex data into clear, understandable terms. Once we have a solid foundation, I help you evaluate settlement proposals strategically, looking past the immediate stress to focus on long-term sustainability. My ultimate goal is to help you transition from feeling in the dark to stepping confidently into your new life with a thoughtful, well-planned financial roadmap.
Build financial independence and long-term security on your own terms.
Navigate financial transitions and build a secure independent future.
Navigate executive compensation, deferred comp and complex tax situations.
Sophisticated wealth strategies for C-level executives and their families.
Maximize wealth accumulation with sophisticated tax and investment strategies.
Maximize equity compensation with RSU, ISO and ESPP optimization strategies.
Specialized expertise where I deliver the greatest value
Navigate financial complexities during and after divorce transitions.
Principal | Head of Research & Trading
Trust Services Director
Director of Private Market Investments
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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The AI Boom: Why History Doesn't Always Reward the First Investors
Every generation encounters a technology that feels unlike anything before it. Today, that's artificial intelligence. Corporate profits represent one of the largest shares of the economy in decades, and hundreds of billions of dollars are flowing into data centers and power infrastructure. History offers examples of transformative technologies changing the world while many early investors failed to earn the returns they expected.
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