Who I work with

I work with a range of clients; some have built wealth through successful careers while others want to preserve family assets for future generations. Their goals and concerns vary but all share a desire to support the people and causes they care about. I partner with them and their families every step of the way to pursue their most heartfelt priorities.

Why I’m at Capital Group Private Client Services

I spent much of my career as a stock analyst at an investment bank. In that role, I was several steps removed from those whom my work ultimately benefited. In switching careers, my goal has been to work more closely with people to make tangible and immediate differences in their lives. My role as an advisor at Capital Group Private Client Services enables me to do just that.

What informs my approach to serving clients

I employ a “quarterback” service model that blends the knowledge of our in-house specialists with each client’s outside advisors. Just as a quarterback orchestrates plays with the support of teammates, I collaborate with both our internal team — including portfolio specialists, trust & estate professionals, and wealth strategists — and with clients’ personal attorneys, CPAs and family members. The goal is to ensure coordination across a range of financial areas.