Who I work with

My clients include high net worth individuals and their families, as well as charities, foundations and endowments. I also work with business owners, entrepreneurs and venture capitalists to design customized plans and guide them through complex financial decisions.

My path to Capital Group Private Client Services

I was recruited out of college to join Capital Group’s management training program. Over the years, I have held a variety of positions in strategy, market analytics, data science, portfolio construction and institutional consulting. In particular, my role as a consultant to large institutional clients gave me a firsthand look into the best practices of leading asset management firms and their top advisors. I put that knowledge to work in helping my current clients craft strategies for themselves and their families.

How I work with clients

I learn as much as I can about my clients ― their backgrounds, family stories and individual interests. These personal connections guide me in aligning my clients’ wealth with their aspirations. My ultimate goal is to be a trusted partner clients count on to be there for them.