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INSTITUTIONS
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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
IF YOUR PLAN ID BEGINS WITH IRK, BRK, 754, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
- Vice President, Private Wealth Advisor, Union Bank
- Vice President, Wealth Management Advisor, U.S. Bank
- Consulting Group Analyst, Morgan Stanley
- Associate, Cantor Fitzgerald
- Account Executive, JPMorgan Chase & Co.
- Member, Board of Governors, Boys & Girls Clubs of Santa Monica
- BA, University of Connecticut
Who I work with
Many of my clients have spent years building successful businesses and careers, and are now ready to focus on their financial affairs. I view my role as helping clients imagine the future they want, creating a plan to help make the most of their financial success and reducing the complexity in their lives.
Why I’m at Capital Group Private Client Services
I was very attracted by Capital Group’s reputation for investment management, and I am very proud of our company’s deep integrity, phenomenal people and service-driven culture. I’m a relentless advocate for my clients’ interests and put Capital Group’s extensive resources to work for them.
What informs my approach to serving clients
I love making a tangible difference in the lives of my clients and their families. That starts with getting to know them deeply. I devote a lot of time to listening to their stories so I can understand their life experiences, dreams and priorities. The better I understand where my clients are coming from, the better I’m able to help them get where they want to go.
“Growing up in an immigrant family, I had to navigate new pathways and overcome obstacles every day. I learned many lessons from that experience, including that anything is possible with natural curiosity and hard work. I bring that mindset to everything I do, from tackling client needs to mentoring underprivileged children in my free time.”