My experience living abroad in Austria and Germany inspired me to work in wealth management because I saw firsthand how access to financial resources and smart investment decisions could transform communities and create opportunities for people. I wanted to be part of that positive impact through work that combines analytical problem-solving with meaningful relationships.
I love digging into data, identifying trends, and solving complex problems. My previous work in private equity has shown me the impact of my work in helping investors fund developments, create jobs, and build communities, all while being well-informed and confident in their decisions. That combination of making a tangible impact while building trusted relationships with clients and stakeholders keeps me passionate about this field.
I’ve found that the personal part of client relationship building is an important motivator for me and provides me with greater satisfaction in my work. Caprock’s true multi-family approach goes beyond traditional wealth management, allowing me to bridge complex financial operations with exceptional client service.