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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
- Managing Director, Head of Equity Research Sales, Knight Capital Group
- Senior Managing Director, Global Head of Research Sales, Bear Stearns & Co.
- Equity Research Sales, Broker-Dealer Division, Sanford C. Bernstein & Co.
- Former Chairman, Campbell Hall
- Member, Society of Trust and Estate Practitioners, Orange County
- Member, Financial Planning Advisory Council, California Lutheran University
- Member, Ronald Reagan Presidential Foundation and Institute
- Member, Finance Committee, California Club
- BS, Fairleigh Dickinson University
Who I work with
The families I serve tend to share certain traits: They are successful, hardworking and grounded in a commitment to their communities. I develop strong relationships with these families and am often the steward of their wealth for multiple generations. My goal is to provide thoughtful and heartfelt advice while affording them space to be vulnerable and unfiltered. I also work with many nonprofit organizations, using my personal experience serving on nonprofit boards to help clients make a meaningful impact.
How Capital Group Private Client Services helps clients
Our firm addresses a variety of wealth planning needs. In addition to my team, I regularly call on our wealth strategists, trust and estate specialists, and others with deep experience in specific specialties. Our goal is to go above and beyond expectations, and we are all committed to making that happen.
Why I do what I do
I believe fervently in the impact we can have on our clients’ lives, and I have seen this play out repeatedly in ways large and small. My team and I work diligently to understand each client and lay out strategies to help them reach their objectives.
“My clients have told me that I ‘speak their language’ — in other words, that I understand them as people and can communicate with them on a personal level that is centered around who they are. I want all my clients to have confidence in their decisions and to feel secure in placing their trust in us.”