Who I work with

I work with a lot of business owners who’ve undergone, or are planning for, a liquidity event that will have a major impact on their personal finances. I have extensive experience helping them navigate that process. I also work with many senior-level engineers and business leaders who are savvy about investing but need a partner who can provide added depth and professionalism in managing their investments.  

What I’m most passionate about in my role

A lot of my clients are multi-generational families concerned about how their wealth will be managed and passed to future generations. I am there to ask the right questions and give them actionable advice, delivered with compassion and a deep understanding of their personal circumstances. I love helping to ensure a family’s financial wellbeing for the long term.

Why I work at Capital Group Private Client Services

I worked in capital markets for a long time before becoming a wealth advisor and got an outside-in view of Capital Group. The folks I interacted with were confident, intellectually curious and incredibly bright. I aspired to be part of this great firm and I now feel confident that I am backed by the best possible team to help me meet my clients’ needs.