Who I work with

My clients value experienced advice and dedicated service. Whether they are corporate executives, endowments, foundations or families, they are high achieving, goals based and believe that anything is possible with hard work and determination. They’re financially savvy — many have retired from careers in finance or investment banking — and they value straightforward advice from someone they can trust with all aspects of their financial lives.

Why I’m at Capital Group Private Client Services

I’ve worked in the financial services industry for more than two decades, and I admired Capital Group long before I joined the company. Capital Group has a decades-long investment pedigree. For more than 90 years, we have never wavered from our commitment to serving clients with integrity and respect. I am extremely proud to work here.

What informs my approach to serving clients

My mother was a schoolteacher. She taught me the importance of education and empathizing with others. Today, I apply that same empathy to those I serve. My clients are in different phases of their lives, and their wealth serves different purposes based on their goals and priorities. Understanding that there is never a one-size solution for anyone is key to delivering well-conceived advice.