Who I work with

As the Northwest Regional Director leading our San Francisco and Silicon Valley offices, I match clients with Private Wealth Advisors who help them make financial decisions with confidence. Whether they’re venture capitalists, company founders or charitable foundations, all our clients have sophisticated needs that our advisors have deep experience in addressing.

Why I work at Capital Group Private Client Services

My years in the wealth management industry have taught me the importance of placing client interests first. Our research-driven investment process and determination to always do what’s right are designed to deliver superior long-term outcomes for the families and organizations we serve.

What I believe sets the client experience here apart

Simply put, it’s our people. Our Private Wealth Advisors and the tax and estate specialists who assist them often serve families for generations. They understand the complexities that arise as situations change, and our clients benefit from that experience.