Who are you ?
RETIREMENT PLAN INVESTOR
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Who I work with
My clients tend to be entrepreneurs, technology innovators, corporate executives and other business leaders who are visionaries in their fields. They want a financial advisor who can dream big alongside them, helping them realize their personal aspirations and expand their impact and legacy through philanthropy.
Why I’m at Capital Group Private Client Services
I work with extraordinary people, both clients and colleagues, who challenge me to grow and elevate what I do for others. Capital Group has a long reputation for building deep, lasting relationships with clients across generations, and it’s tremendously fulfilling to work with them to map out their future.
My approach to serving clients
My clients have typically invested significant time and energy in accumulating their wealth, but often haven’t taken stock of their accomplishments or established appropriate plans to manage their finances. My role is to serve as a trusted resource, guiding and educating them in the complexities of their wealth.
“Wealth is not a consistent experience. Each person has individual needs and dreams, and I devote the time to understand each client’s aspirations. It’s fun to dream big with my clients and work with them toward a future that may not have seemed possible.”