I began my career in the corporate executive services department of a major Wall Street firm where I first saw the value of guidance beyond investment advice, and the importance of multi-generational planning for families with significant wealth.
Helping successful entrepreneurs navigate a major financial transition is a multi-faceted endeavor. As a strategic thinker – and a company founder myself – I’m able to establish a quick rapport with entrepreneurs who often have faced similar challenges I have encountered.
A hallmark of the Caprock approach to serving clients is taking a macro view of our clients’ situations, helping them understand every option available to them, and bringing clarity to complicated scenarios. I have enjoyed a long career serving successful families with concentrated wealth – with experience that includes establishing endowments and forming family foundations – and believe Caprock’s exceptional platform, stellar team and client-first culture are unmatched.
