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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
- Head of Market Development & Wealth Planning, William Blair & Company
- Regional President, BMO Financial Group
- Regional President & CEO, Northern Trust
- Executive Committee, former Board Chair, Joffrey Ballet
- Board of Directors, Lurie Children’s Hospital of Chicago
- Board President, Richard H. Driehaus Museum
- BBA, Loyola University Chicago
How we enable client success
As the Midwest Regional Director, I serve as an ambassador for Capital Group Private Client Services, connecting clients with Private Wealth Advisors who can help them reimagine their financial futures. There is no one-size-fits-all approach to planning because each individual and family situation presents distinct challenges. Our clients appreciate the care and attention we devote to developing highly personalized plans tailored to their specific needs.
What sets my approach apart
I really enjoy helping people live their best lives. I use perspective gained from my own experiences to help others overcome challenges and achieve their goals ― whether it’s the advisors on my team or the clients we serve. I’ve learned the power of reframing your focus to bring about positive change, and I find it extremely rewarding to help others do the same.
Why I work at Capital Group Private Client Services
I chose this career because I get to have a tangible, meaningful impact on people’s lives. Our firm’s client-centric approach lets me show up authentically and focus on building enduring relationships, with no pressure to pitch services or investment products.
“Wealth can bring many worries ― both in the present day and when envisioning the future. Our team has extensive experience dealing with such concerns and can share insights that help clients evaluate options and make educated decisions.”