My primary focus

As the Southeast Regional Director, I connect new clients with advisors who have the background and experience to help them pursue their goals. Our clients are accomplished people who are passionate about what they want to achieve — whether that’s supporting a charity or providing for future generations. My goal is to engage the vast resources of our firm to help each client chart a clear and attainable path that aligns with their objectives.

Why I’m at Capital Group Private Client Services

We put enormous effort and resources into analyzing investments and designing portfolios. Clients tell me they appreciate the time we take to understand them and tailor portfolios to their needs. And I believe strongly in the culture of Capital Group, which encourages a variety of perspectives that I feel leads to rich insights and quality decision-making.

What I find most rewarding about my job

I am able to work with fascinating clients and a team of extremely dedicated and talented advisors. As chair of the Private Client Services Portfolio Strategy Committee, I collaborate with our investment professionals to structure portfolios designed to manage risk and meet client objectives. I can’t imagine a more fulfilling role or doing it anywhere other than Capital Group.