Who are you ?
RETIREMENT PLAN INVESTOR
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Who my clients are
Many of my clients are business leaders, executives and entrepreneurs whose ideas and hard work help shape the future of technology, business and even the world. I love being part of their journeys. As innovators in large-scale settings, my clients often have complex financial needs that require thoughtful and personalized management.
Why our culture matters
Capital Group values advisors as individuals and measures its success on how well we take care of people. Our company is humbly confident in the work it does. I have access to extensive resources and a great group of wealth strategists, trust and estate specialists, and others with experience in specific areas who can help clients with a range of financial matters.
What informs my approach to serving clients
I grew up in a family where money was seen as a resource to achieve objectives that were important to us as a group and as individuals. By getting to know my clients, I help identify what is important to them and offer options for how their wealth can help them fulfill their objectives.
“I’m in the business of managing money, but that’s not the only thing I do for clients. It’s important to me that I get to know my clients as people. I enjoy celebrating successes with them as well as helping them through difficult times. I feed off their passion and the overarching goals they’re trying to achieve.”