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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
- Financial Advisor, AllianceBernstein
- Business Development, KLS, a division of Boston Private
- Investment Committee, SCI-Arc Institute of Architecture
- MBA, Marshall School of Business, University of Southern California
- BA, University of California, Los Angeles
Who I work with
I often work with clients who are navigating challenging life transitions. I am passionate about helping people – particularly women – pursue financial freedom and security. I act as a financial guide, but also as a sounding board so they can share the emotions and concerns that come with the next phase of their lives.
My favorite part of my job
I love connecting with my clients on a highly personal and authentic level. I offer them a powerful combination of empathy and sound financial solutions that can lead them from a place of fear to one of stability and confidence about their future.
Why I’m at Capital Group Private Client Services
The culture of Capital Group Private Client Services is truly distinct and special in the level of care we demonstrate for both clients and employees. When it comes to serving clients, it isn’t just about gathering assets. We place high value on doing what’s best for clients and their families, across multiple generations.
“I create change for people who are seeking the comfort of financial security. In working with me, I believe they are able to renew their identity and envision the future they want.”