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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
- Senior Vice President, Regional Managing Director, Wells Fargo Private Bank
- Regional Director of Private Bank Sales, Wells Fargo Private Bank
- Senior Regional Sales Manager, Wells Fargo Private Bank
- Officer, U.S. Army
- Board, John Muir Health Foundation
- BA, Business Economics, University of California, Santa Barbara
- Distinguished Military Graduate, ROTC, University of California, Santa Barbara
Who I support
Many of my clients are business owners, executives and entrepreneurs who are considering changing careers, planning for retirement or exploring the next phase of a business. As a listener and a coach, I help them prepare for these bold steps in their lives. Together, we define their vision and create a strategy to pursue their goals. Throughout it all, clients are at the center of everything I do.
Helping in the next step of a business
I’m a Certified Exit Planning Advisor (CEPA) who specializes in helping clients who want to transition ownership of their company through a liquidity event or other exit-planning strategy. Capital Group Private Client Services has vast resources to help analyze the personal financial impact of selling a business or transitioning it to the next generation.
What informs my approach to serving clients
I always begin by listening, and then work with my clients to clearly articulate what they hope to achieve. As a veteran, I apply many of the lessons I learned in the military. Especially in times of financial-market volatility, I help my clients pause, assess their situation and remain focused on the plan we’ve developed.
“Many of my clients are experiencing great change, which can be difficult. If you’ve spent years focused on a business, what happens when you sell or retire? What fulfills you beyond a career, and how can wealth support your next act? My goal is to help build a bridge to get them to the other side.”