Wealth Advisor
Parallel Advisors, LLC
February 2023 - Present | San Francisco
DHR Investment Counsel
2009 - 2022 | Oakland, CA
University of Phoenix
UC Berkeley Extension
I work with couples and women navigating major life transitions who want to be thoughtful about taxes and income planning. I blend strategy and empathy in my approach, working to help clients feel confident, organized and in control of their financial future.
Navigate joint financial decisions, tax strategies and legacy planning together.
Build financial independence and long-term security on your own terms.
Navigate financial transitions and build a secure independent future.
Navigate life transitions with confidence and clarity during uncertain times.
Maximize wealth accumulation with sophisticated tax and investment strategies.
Maximize pension benefits and federal employee benefits.
Preserve and grow family wealth across generations with thoughtful stewardship.
Optimize public pension benefits and supplement retirement savings.
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.
Navigate financial complexities during and after divorce transitions.
Sophisticated strategies for sustainable retirement income.
Comprehensive insurance and risk mitigation strategies.
Structure charitable giving for maximum impact and tax efficiency.
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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