I am passionate about the educational aspect of my work – helping advisors deepen their own investment knowledge so they can serve their clients even better. My love of this business is rooted in my father’s efforts to teach me about the stock market. It began when I was 13 with a book and continued with his ongoing challenge to me to think about what makes an investment a good one. I was hooked before I even knew what wealth management meant!
Caprock’s abiding commitment to excellence and empathy creates the perfect environment for success throughout our community. It’s so gratifying to help advisors and their clients better understand how all the elements of investment strategy – including asset allocation, manager selection, portfolio construction and market outlook – come together. Caprock offers me that sense of ownership and impact: it’s a place where people nurture deep relationships, are friendly and transparent, and are uncompromising when it comes to doing what’s right for the client.
