My parents got me following stocks in the newspaper at a very young age. As I gradually began to explore other financial news and its relationship to stock prices, I was captivated.
My enthusiasm has never abated and today, I am honored to help guide Caprock clients as they navigate the complexities of significant wealth. From managing concentrated stock holdings and liquidity events to legacy planning and intergenerational wealth transfer, It is a privilege to work with clients during such pivotal moments in their lives. Sometimes the gravity of these moments can make decision-making seem overwhelming. I find that replacing the hypothetical with data and planning and listening with empathy brings peace of mind to my clients.
Caprock gives us the flexibility to solve complex problems in ways that simply aren’t possible within many traditional financial institutions. Every client brings a unique set of circumstances, and some involve significant personal and family challenges. There are times when emotions run high and the conversations extend well beyond finances. Serving as a coach, sounding board and trusted advisor during those moments is one of the most meaningful parts of my work.
Caprock’s collaborative culture, innovative thinking and deep bench of expertise allow me to bring my best to every client relationship and ultimately help families navigate life’s most important financial decisions with confidence.
Featured Commentary
Chris is a contributor to Kiplinger, providing national thought leadership on wealth and risk:
