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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
- Wealth Advisor, Wells Fargo Bank
- Executive Director, J.P. Morgan Private Bank
- Investment Representative, Private Investment Management, Barclays Wealth
- Investment Representative, Lehman Brothers
- MBA, Wharton School of Business, University of Pennsylvania
- JD, University of Pennsylvania Law School
- BS, Wharton School of Business, University of Pennsylvania
- BA, University of Pennsylvania
Who I work with
Many of my clients are successful entrepreneurs, business owners and executives who are established in their careers. They are dedicated to their work and their families, and may not have been able to put much time into planning for their financial futures. They are looking for a partner they can trust who will educate them and manage their wealth in a thoughtful and comprehensive fashion. Our work is based on a deep, mutual trust and respect, and it’s what I find most rewarding about what I do.
Why I’m at Capital Group Private Client Services
I was drawn by Capital Group’s reputation ― from its intellectual capital to its standard of service to the attention focused on every client. This company has a tremendously high level of integrity and is structured to place the needs of clients above all else. I am proud to work alongside colleagues who share my commitment to serving others.
What informs my approach to serving clients
I take great care in guiding clients in whatever way they need. Part of my role as an advisor is to help them see the big picture. I spend a lot of time getting to know my clients so that I can understand what they’re looking for. That lays the groundwork for us to collaborate on what the future may look like for them.
“I grew up in a family that was very loving but had a lot of stress and anxiety around financial issues. I didn’t want to experience that when I grew up and had a family of my own. It’s part of why I’m so passionate about helping clients secure their fiscal futures.”