Experience

Freestone Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director – Client Advisor

  • Oct 2023 - Present

  San Francisco Bay Area As a Client Advisor, I understand each client has a unique set of financial complexities and long-term goals. At Freestone, we offer a full suite of services to help protect, grow or transfer your wealth, and address all aspects of your financial life to provide peace of mind and the freedom to focus on what truly matters.



Parallel Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Principal | Wealth Advisor

  • Nov 2022 - Oct 2023

  San Francisco, California, United States

• Wealth Advisor | Shareholder

  • Jan 2021 - Oct 2022

  San Francisco, California, United States

• Wealth Planning Director

  • Jul 2019 - Jan 2021

  San Francisco Bay Area Joined Parallel Advisors in 2019 to lead the firm’s Wealth Planning team. Worked with select clients while focusing on the management and evolution of the firm’s financial planning practice.



Lenox Wealth Advisors dba Wealthspire Advisors

• United States
• Financial Services

• Managing Director | Head of Financial Planning

  • Apr 2018 - Jun 2019

  San Francisco Bay Area In April 2018, the Private Wealth Management team was lifted from Lenox Advisors and merged into Lenox Wealth Advisors, an independent RIA which built sophisticated financial plans and custom portfolios. My role remained the same at Lenox Wealth Advisors, working directly with clients while leading the financial planning team as we continued to transform the organization into a true wealth management firm offering high-value holistic advice to a sophisticated and affluent client segment.



Lenox Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Managing Director | Head of Financial Planning

  • Apr 2016 - Mar 2018

  San Francisco Bay Area In 2016, I assumed leadership of the firm’s Financial Planning practice. I continued to build my advisory practice and maintain key client relationships while hiring, training, and mentoring our team of Financial Planners. I was responsible for all aspects of the firm’s financial planning knowledge base which constituted the foundation of our wealth advisory platform, client experience, and recommendations. Other key responsibilities included thought leadership; the development of annual guides… Show more In 2016, I assumed leadership of the firm’s Financial Planning practice. I continued to build my advisory practice and maintain key client relationships while hiring, training, and mentoring our team of Financial Planners. I was responsible for all aspects of the firm’s financial planning knowledge base which constituted the foundation of our wealth advisory platform, client experience, and recommendations. Other key responsibilities included thought leadership; the development of annual guides and white papers with distribution to 15,000+ households; oversight of the financial planning content on the firm’s website; and creation of marketing materials.

• VP and then SVP, Financial Planning

  • Jun 2004 - Apr 2016

  New York City then San Francisco Looking to follow my personal vision and mission to help others find success in their financial lives, I joined the firm’s growing Wealth Management practice. I leveraged my accounting/tax background, obtained my Certified Financial Planner™ designation, and began working with clients on complex financial and investment plans. I delivered a “white glove” client service model to a high and ultra-high-net-worth client base, providing counsel and execution of recommendations around all aspects of… Show more Looking to follow my personal vision and mission to help others find success in their financial lives, I joined the firm’s growing Wealth Management practice. I leveraged my accounting/tax background, obtained my Certified Financial Planner™ designation, and began working with clients on complex financial and investment plans. I delivered a “white glove” client service model to a high and ultra-high-net-worth client base, providing counsel and execution of recommendations around all aspects of financial planning. Relocated to the San Francisco office in 2006 and was promoted to Senior Vice President in 2010.

• Controller

  • Nov 2001 - Jun 2004

  Greater New York City Area Employee #10 at Lenox Advisors. Established a modern accounting infrastructure and internal controls that could scale with rapid growth.



Palladium Equity Partners, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Controller and Senior Accountant | Hibernia Communications

  • Jan 1999 - Dec 2000

  New York, NY Senior Accountant and then Controller for the owner/operator of Walt Disney Company radio stations.



Capitol Records

• Musicians
• 300 - 400 Employee

• Financial Analyst

  • Jun 1996 - Dec 1998

  New York, NY Financial Analyst on the Royalty Finance team at EMI Capitol Music Group, at the time one of the Big 4 record conglomerates.