I help Silicon Valley entrepreneurs, executives, and their families transform wealth creation into lasting financial security. Through personalized guidance around equity compensation, tax-efficient investing, retirement planning, and legacy strategies, I help clients simplify complex financial decisions and maintain focus on what matters most. My approach combines disciplined planning, proactive advice, and long-term collaboration to help clients preserve, grow, and transfer wealth with confidence.

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
