Who I work with

I support a diverse group of clients, including executives, entrepreneurs and small business owners, with a special focus on the entertainment and beauty industries. I particularly enjoy working with people who want to actively participate in the financial planning process to create a better future for themselves, their families and the causes they support.

Why I’m at Capital Group Private Client Services

Capital Group gives me the flexibility to work closely with a select number of clients so that I can get to know them and their families well. I have access to tremendous resources to address my clients’ most complex needs. This allows me to be the best advisor I can be — and to provide the level of service my clients expect and deserve.

What informs my approach to serving clients

I’m in the confidence-building business. I take the seemingly complex process of financial planning and investment management and break it down into manageable parts to make it easy for my clients to comprehend regardless of their financial knowledge. My years of working on Wall Street gave me the foundation to accomplish this for my clients. I make sure they understand the decisions we’re making together and are comfortable asking questions and providing input along the way.