Financial advisor to Silicon Valley engineers & executives navigating equity compensation and liquidity events.
Over 28 years advising clients with $5M–$20M+ on concentrated stock, liquidity decisions, and long-term capital strategy.
Clarity for complex wealth—and the life it is meant to support.
I want to subscribe to your mailing list.
Be the first to find out about investments, economic updates, tax strategies, and everything between.
Thanks for submitting!
About
Who We Serve
Services
Client Stories
More
Already a client? Schedule here
For prospective clients
