Who I work with 

I work with individuals and families, as well as endowments and foundations. Clients sometimes come to me with a degree of skepticism about the financial services industry or anxiety around their finances. I aim to connect on a personal level to make sure clients know I’m on their side at all times. I focus on establishing collaborative and trusting personal relationships and helping clients fully understand their finances and investments.

What informs my approach

I take inspiration from a quote often attributed to Theodore Roosevelt: “Nobody cares how much you know until they know how much you care.” I work very hard to demonstrate my personal commitment to clients and my genuine concern for them and their families.

Why I work at Capital Group Private Client Services

I spent many years in another part of the financial services industry, where I interacted with Capital Group from the outside. I was impressed by the way the firm manages money and makes decisions. Our talented people, extensive resources, global reach and client-focused incentive structure all contribute to what I feel is a distinctive culture that truly sets us apart.