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INSTITUTIONS
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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
IF YOUR PLAN ID BEGINS WITH IRK, BRK, 754, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
- Vice President and Financial Advisor, Bernstein Global Wealth Management
- International Sales Director, Intergraph Corporation
- Vice President and General Manager for the U.S. subsidiary of Asahi Chemical of Japan
- MBA, Northeastern University
- BS, Colby College
Who I work with
I work with clients who have been successful in life and want someone who can assist with a range of complex financial issues. I serve as a trusted advisor, helping them make decisions more easily and with greater confidence. I want clients to know that they don’t have to figure everything out on their own. I live and work in Florida, although I serve clients throughout the U.S. and overseas.
Why I’m at Capital Group Private Client Services
I was drawn to the firm because of its all-around reputation for excellence. But what ultimately sold me was how Capital Group’s integrity and principles match my own values. The entire firm is oriented around doing what’s best for clients, which makes it a place where I feel very much at home.
What I find most rewarding about my work
The most satisfying part of my job is sitting with clients and tackling anything that may be causing anxiety — whether it’s planning for retirement, transferring assets to the next generation or navigating a divorce. Clients tell me they’re grateful to have a team they can rely on for input and guidance. It’s extremely rewarding to help them evaluate their options and work toward their goals.
“My clients often have a great deal of worry about what will happen once they’re no longer around to manage the wealth they’ve created. I let them know that our team can be a trusted advisor over the long term, not only guiding them today but supporting their children and future generations.”