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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
- Certified Public Accountant
- Vice President and Wealth Strategist, Northern Trust
- Partner at a family office
- Steering Committee, Red Cross Tiffany Circle Society of Women Leaders, Los Angeles region
- BS, Economics, University of California, Los Angeles
Who I work with
Clients often come to me during major life or financial transitions ― a divorce, the death of a spouse or an inheritance. I work primarily with women but also with couples, and a common thread is that their view of success doesn’t center on financial metrics. They want to pursue their lives to the fullest and embrace their most cherished values.
How my approach helps bring about positive change
I take a comprehensive and proactive approach with clients. We work together to map out a holistic strategy that starts with protecting principal and moves on to developing a framework for making sound decisions over the long term. I walk beside my clients throughout their journey, identifying gaps that could derail them and helping them stay on track.
Why I’m at Capital Group Private Client Services
I tell clients without hesitation that our team is focused entirely on doing what’s right for them. Clients sometimes start from a place of distrust ― based on a life event or experience with a prior advisor ― and I am proud to welcome them to a firm with a reputation for integrity. Though my focus is financial, I take a deep and genuine interest in clients as people in every sense.
“During difficult and emotional transitions, I am there to walk clients through the financial steps necessary to help them reach a better place. I find it extremely rewarding to help my clients get to the point where they can concentrate on their passions instead of their fears.”