Who are you ?
RETIREMENT PLAN INVESTOR
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Who I work with
My clients are individuals and families whose success is built upon strong values, a solid work ethic and a deep commitment to their communities. Some are former CEOs of Fortune 500 companies; others are multigenerational families navigating the complexity of their financial lives.
Why I’m at Capital Group Private Client Services
I’ve worked in this industry for four decades, including more than 20 years at Capital Group. Two of our firm’s founding principles are integrity and respect, and they guide everything we do. Associates and clients have both tended to stay with Capital Group for many years, and a key reason is the trust that lies at the heart of all we do.
How I serve clients
There is an adage that people don’t care how much you know until they know how much you care. That encapsulates my approach to serving clients ― with care, compassion and dedication. That type of service doesn’t have business hours, and I am committed to being there 24/7, 365 days a year. My role is to be a guide and a trusted resource, and to grow alongside my clients throughout their lives.
“Some of the best advice my father gave me growing up on a farm was to make sure the irrigation water reached the end of every row. By that, he meant that it’s essential to attend to the smallest details and not take anything for granted.”