My career began in the U.S. Army, where the work I valued most was serving others, and I bring that same focus to my clients today. Many of my efforts came down to caring for soldiers and their families, and that attention to relationships and care shapes how I serve our Caprock community of families and steward their wealth.
Many of the families I work with, whose wealth often stems from building closely held businesses, entrepreneurial ventures or C-Suite leadership roles, want to prepare their heirs to be thoughtful stewards of what the leading generation has built. This is not just a transition of wealth, but of the values behind it. Helping families navigate these complexities has been some of the most meaningful work I’ve done, and it continually reminds me of the difference we can make for the families we serve.
Caprock’s depth of resources and our team’s collective expertise and passion allow me to serve clients better than I could anywhere else.
