I help busy people make better financial decisions. I'm a Senior Financial Advisor with Merrill in San Francisco. Wealth creators look to me for the focused attention and one-on-one guidance they need to manage their wealth more effectively. Many are senior executives who recognize their equity compensation has become more intricate, requiring time-sensitive analysis and precise execution. For these clients, I offer the knowledge and insight I've gained from advising an accomplished group of their peers. My areas of focus include executive trading plans, stock options, and tax-minimization strategies. I also support clients in addressing related aspects of their financial lives, striving to enact a unified approach that uncovers efficiencies across multiple contexts-personal and professional. I'm backed by a team that I believe is one of the best. We offer a committed service ethic and a genuine interest in the lives of the families we serve. Our goal is to have a lasting, positive impact on clients and the people and causes they value. Our relationships are not transactional; they are deeply personal. We are honored to walk with clients through significant crossroads, helping them pursue a balanced approach to life and wealth. WHAT YOU CAN EXPECT: If you have questions about equity compensation, I can identify ideas you may want to consider and the timelines associated with those decision points. If managing your wealth has become time consuming, my team and I can shoulder the day-to-day oversight of your financial life so you can focus your energies on higher-value activities. If you want enduring guidance and a team to rely on, my team and I will support you in your ambitions-now and for decades to come. OUTSIDE THE OFFICE: I enjoy spending time with my wife Meghan, listening to live music, cycling, golf, and traveling. * In my role at Merrill, I do not provide tax advice. 