- Venture Capital Associate, University of Texas Venture Fellows
- Founder, Made by True
- Internal Wealth Consultant, Capital Group
- MBA, McCombs School of Business, The University of Texas at Austin
- BS, California Polytechnic State University, San Luis Obispo
Who I work with
My clients include business owners, executives and entrepreneurs. Through my own entrepreneurial journey early in my career, in which I co-founded a packaged foods company, I learned firsthand the immense challenge of running a company. I really enjoy giving financial guidance to my business-owning clients as they navigate their own paths.
What sets Capital Group Private Client Services apart?
The value of our holistic, goals-based approach is most evident during economic or market volatility. We’re able to revisit the detailed plans we’ve built with clients and remind them that their portfolios are built to weather ups and downs, including having financial cushions designed to ride out rocky moments. I believe those conversations are highly reassuring to clients.
What informs my approach to serving clients
I am committed to being a wide-ranging resource to my clients — not just when it comes to investments, but in many areas of wealth planning, including issues related to business transition through a liquidity event and other exit-planning strategies. My goal is to embody a comprehensive approach to wealth planning that can assist clients with many aspects of their financial lives.
“Right out of college, I spent three years working at Capital Group and experienced the organization’s strong sense of mission. That stuck with me across the various jobs I had afterward. So when presented with the opportunity to return, I seized it because it means making a difference in people’s lives.”