Why I’m at Capital Group Private Client Services

The entire company is oriented around integrity and doing what’s best for clients. My education and early professional background are centered on technology and engineering. But while I have an aptitude for numbers and problem solving, I realized that my passion is in working with people and building relationships. My role lets me exercise the analytical side of my brain while spending the majority of my time engaging with the families we serve.

What would your clients say about working with you?

One of the most rewarding compliments I receive from clients is that they feel at ease working with me. That sense of confidence comes from several key elements: I take the time to understand each client not just financially, but personally. Our exceptional team manages the complexities around wealth planning, account administration and execution — so clients can focus on what matters most to them.

What sets our client experience apart?

Our first step is to build a relationship based on trust and transparency. There is a tremendous level of collaboration and respect among colleagues at Capital Group. Each client has a dedicated team, but behind the scenes my colleagues and I always share ideas and best practices. I believe our clients benefit greatly from the deep knowledge, broad resources and experience of the entire company.