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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, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
- Vice President, Lehman Brothers
- Managing Director, Millennium Partners
- Managing Director, Wachovia Securities
- Tax Consultant, KPMG
- Board, Atlanta Symphony Orchestra
- Board, Medical Association of Georgia Foundation
- Board, Metro Atlanta YMCA
- MBA, University of Texas at Austin
- BBA, City University of New York
Who I work with
My clients range from nonprofits such as trade organizations to individuals who need guidance on selling or merging their businesses, but they have one thing in common — financial complexity deriving from considerable wealth. I work hard to provide clients with stewardship and guidance that can alleviate their concerns and empower them to lead fulfilling lives.
Why I work at Capital Group Private Client Services
When clients choose to work with us, they’re choosing an organization that really cares about them. Our culture is collaborative, supportive and designed with clients’ interests in mind. It’s not just a dry mission statement at Capital Group; serving clients is ingrained in our work ethic, and my team and I live by this commitment every day.
How I approach serving my clients
I enjoy being the quarterback of my clients’ financial lives. I’m the point person they can turn to for help with anything. I tend to have deep and long-standing relationships with my clients, founded on trust – and, more than that, on humility, vulnerability and honesty.
"Throughout my childhood, I watched my mother do a lot despite having very little. She always gave her time and money to those in need. That inspired me to look inward and to realize my own desire to serve others."