Who I work with

Many of my clients have had a transactional brokerage experience previously and come to me seeking a deeper, more holistic wealth advisory relationship. Whether they’re selling a business, receiving an inheritance or experiencing another big life transition, I serve as a trusted guide who can marshal the robust resources of Capital Group to help them move toward the future they want. My clients have told me they appreciate my deep experience, respectful leadership and ability to be a thought partner.

Why I’m at Capital Group Private Client Services

I am proud to be part of a firm with extremely high integrity, and one that places a premium on client service. My team and I bring a lot of enthusiasm and care to our work, and I consider it a privilege to work for a firm that shares my ideals.

What I find most rewarding about my work

I studied poetry and politics earlier in life, and now I deal in a more data-driven science, but one that similarly centers on defining what drives one’s goals. I like to marry the precision of this field with my calling to accomplish the truly important. I find great satisfaction in helping my clients pursue their most ardent ambitions.