Who I work with

My clients are successful individuals and families whose compassion, inquisitive natures and commitment to giving back serve as guideposts for their lives. I also advise the charities that are most important to them. I often meet clients when they’re confronting a challenge or emotional milestone, such as the sale of a business or the end of a marriage. I understand that my clients’ priorities go far beyond wealth, and I work to help them feel unburdened and more confident.

Why I’m at Capital Group Private Client Services

We are in the business of taking care of people. Capital Group emphasizes associates’ tenure with the company, which allows my team and me to build lasting relationships based on genuine personal connection. Capital Group has more than 90 years of service built on integrity and care, and I am confident in the level of excellence we provide to clients.

How I approach serving clients

My experience playing college sports, and coaching boys’ and girls’ basketball afterward, informs my relationships. Meaningful success requires preparation and education, and I am here to coach my clients through the financial planning process.