My career originally started in teaching. Eventually I realized teaching wasn’t the right fit for me. A passion for helping people in a meaningful way drew me to make the transition to wealth management. Now as a Client Experience Specialist I’m able to do exactly that.
In my role I focus on supporting both clients and colleagues. Caprock stood out to me because of the sense of collaboration and focus on both employees and clients. It’s not just about the task at hand; it’s about building relationships and making sure everyone feels informed, supported, and empowered in the process.
