Who are you ?
RETIREMENT PLAN INVESTOR
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Who I work with
My clients tend to be multigenerational families who serve as stewards of capital for themselves and their communities, as well as for the philanthropic organizations they support. My clients share core values of supporting their communities and doing their part to create a brighter future for coming generations.
Why I’m at Capital Group Private Client Services
I was drawn to Capital Group because the culture is intentionally designed to put clients first. It’s essential for me to work at a firm that shares my personal values and my caring approach to client service. I trust Capital Group Private Client Services to manage my family’s assets and consider myself fortunate to work alongside people who are deeply committed to making a difference in clients’ lives.
What informs my approach to serving clients
I am a former college basketball coach, and I apply many principles from coaching to my work with clients. Whether I’m guiding a family or a nonprofit organization, my goal is to listen and understand their needs and what they hope to achieve. My first step is to build a relationship based on trust and transparency.
“I am passionate about working with families through multiple generations. For some of my long-term clients, I work with their adult children and even their grandchildren. It’s tremendously rewarding to get to know families on a personal level over the course of many years.”