Who I work with

Many of my clients are athletes, small business owners and people who have recently sold companies. They have complex financial situations and need a knowledgeable and dedicated advisor who can guide them through the essential elements of managing their wealth.

How I help clients succeed

People don’t always take the time to figure out what success means to them personally. I dig in to help them develop a clear vision of what they want to do with their wealth and what goals they have beyond investment results. I’m by their side to celebrate each success and handle each challenge along the way.

Why I work at Capital Group Private Client Services

Capital Group has a reputation for integrity and for placing client needs above all else. I believe this is a firm that clients can feel confident placing their trust in. I am fully focused on my clients and feel privileged to work at a firm that shares my commitment.