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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
- Vice President, J.P. Morgan Private Bank
- Development Associate and Assistant Basketball Coach, Collegiate School
- Member, Board of Managers, Haverford College
- Member, Assets Committee, Moorestown Friends School
- Corporate Leadership Committee, the New York Women’s Foundation
- MBA, Columbia Business School
- BA, Haverford College
Who I work with
My clients are successful individuals and families whose compassion, inquisitive natures and commitment to giving back serve as guideposts for their lives. I also advise the charities that are most important to them. I often meet clients when they’re confronting a challenge or emotional milestone, such as the sale of a business or the end of a marriage. I understand that my clients’ priorities go far beyond wealth, and I work to help them feel unburdened and more confident.
Why I’m at Capital Group Private Client Services
We are in the business of taking care of people. Capital Group emphasizes associates’ tenure with the company, which allows my team and me to build lasting relationships based on genuine personal connection. Capital Group has more than 90 years of service built on integrity and care, and I am confident in the level of excellence we provide to clients.
How I approach serving clients
My experience playing college sports, and coaching boys’ and girls’ basketball afterward, informs my relationships. Meaningful success requires preparation and education, and I am here to coach my clients through the financial planning process.
“The better you know someone, the more effective you can be as an advisor. It’s enormously rewarding to connect with people, understand how to partner with them and, hopefully, make their lives less stressful and more meaningful.”