Who are you ?
RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
Who I work with
My clients have worked hard and achieved considerable success, and they want an advisor who understands their priorities and can help them make the most of their wealth. They want to provide for their families, pursue their dreams, support their heartfelt causes and leave legacies that can endure for generations.
What led me to my role
Prior to joining Capital Group Private Client Services, I spent a number of years serving large institutional clients. I learned a lot working with these sophisticated investors, and I draw on that experience in helping my current clients. That includes the importance of taking a long-term investment approach and being resilient during occasional bouts of market volatility. I have a deep appreciation for Capital Group’s long-term perspective – both its investment philosophy and its fervent commitment to always doing what’s best for clients.
What motivates me
I love to develop customized and durable financial plans that serve as a road map for clients. I start by getting to know each client deeply: their unique backgrounds, personal experiences and top priorities. I take great pride in serving as a trusted resource who is committed to helping my clients navigate the financial complexities in their lives.
"I think it’s important to get to know each client on a human level. Beyond strategic planning, I try to spend personal time with them, whether that’s taking a hike, sharing a meal or attending a cultural event. These moments help strengthen our connection and build trust, which is essential to a successful relationship."