I didn’t grow up with a strong foundation in financial literacy. After I started my first full-time job after college, I made a point to really understand how to manage my money. As I continued learning, I became interested in investing and how financial decisions can impact long-term outcomes.
One experience that stands out to me is helping my parents navigate their retirement accounts. They didn’t have a strong understanding of investing, so I found myself walking through things with them and helping them feel more confident in their decisions. It made me realize how overwhelming financial topics can be and how valuable it is to have someone who can help guide you through them. That’s something I’ve carried into my work and a big part of what led me to this field.
I was drawn to Caprock because it felt different from the more traditional models I had seen. After meeting the team and seeing how engaged everyone was, I was excited to continue learning and contributing.
My focus is on supporting the day-to-day execution behind client work and ensuring everything runs smoothly. I’m pretty detail-oriented and organized, which allows me to keep track of many moving pieces. Coming from a background in teaching math, I’ve adapted to think in a structured way. This has helped me explain complex things in a clear way and stay calm under pressure.
