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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
- Executive Director and Regional Sales Manager, Morgan Stanley
- Managing Associate, John Hancock
- Financial Advisor, Prudential Securities
- CFP®, CPWA® and CIMA® designations
- Adjunct professor, teaching investment courses at several colleges, including Cooper Union and Baruch College
- Mentor, ING–Girls Inc. and Kappa Kappa Gamma
- Advocate, OnBoard
- Co-Chair, Exit Planning Exchange
- Investment Committee, Kappa Kappa Gamma Foundation
- Board Member, Goodwill of North Georgia
- Parent sponsor, Riverwood High School Fencing Club
- BBA, University of Miami
Who I work with
My clients want a trusted partner to support them during difficult times and celebrate with them during joyous ones. I enjoy making deep and meaningful connections with my clients and their families, and I take the time to learn about their lives, their personal goals and what they hope to achieve with their wealth. My goal is to help them get where they want to be.
What I’m most passionate about in my role
I am driven to be an educator, and I spend a lot of time breaking down complicated issues into understandable terms to help clients feel secure about their decisions. I’m in the “sandwich” chapter of life ― tending to both my children and my elderly parents. Many of my clients are in similar stages or confronting other challenges, such as divorce. I love being able to guide clients and have them know they can turn to me no matter what.
Why I work at Capital Group Private Client Services
I feel a strong connection to the culture. It’s an environment that attracts outstanding talent and is geared to providing excellent service and sophisticated solutions to clients. I feel total comfort entrusting my clients’ well-being to our firm. This is my home, and I plan to work here until I retire.
“I am intimately involved with many aspects of my clients’ lives, using my extensive financial experience to help them pursue their dreams. I frequently advise multiple generations so that clients’ children gain a deep financial understanding to become good stewards of their family’s wealth.”