Who I work with

My clients are optimistic people who are passionate about living their best lives. They are often going through a transition in their personal or financial lives and are uncertain about what comes next. They need someone to provide guidance and seasoned financial counsel as they embark on the future.

Why I’m at Capital Group Private Client Services

Earlier in my career, Capital Group was a key client of mine. I developed a deep admiration for how Capital Group is guided by the highest professional integrity and laser-focused on doing what’s right for clients. Our experienced wealth planning specialists and global scale provide the resources I need to assist clients with any issues they face.

What informs my approach to serving clients

As a kid, I collected coins. My dad and I spent hours assessing what made certain items more valuable than others. Myriad factors determine the worth of an asset. People may have widely divergent conclusions about values. These concepts inform how I work with my clients today. No two people have identical views of the world or about the precise relationship between risk and reward. My job is to help clients uncover what’s most valuable to them.