Who are you ?
RETIREMENT PLAN INVESTOR
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Who I work with
Clients often come to me when they’re experiencing a life event in which they come into wealth, such as the sale of a business. I help them envision the potential opportunities in front of them, as well as the wealth management needs they may have in the future. We focus on what’s most important to them, whether it’s philanthropic pursuits or intergenerational wealth transfer.
What informs my approach with clients
I started my career on the institutional side of the financial industry, and I think my clients appreciate the well-rounded experience and skill that I bring to my work with them. While my background gave me a deep understanding of portfolio construction, I’m really a people person and enjoy unpacking the different issues clients face as they chart their paths.
Why I’m at Capital Group Private Client Services
Prior to joining the firm, I knew Capital Group as a very well-respected investment manager. Now I fully appreciate the great thoughtfulness and care that go into serving clients. My team and I are able to call upon a deep reservoir of investment experience and wealth management knowledge that I believe really benefits clients.
“My clients are successful people who often recognize where they could use some guidance. I’m here to help them fill any gaps and instill confidence that they have someone looking out for their best interests.”