While working in ministry as a controller/director of stewardship at a non-profit, I took a side role serving an ultra-high net worth client, managing accounting and reporting for his family-based entities. I looked forward to functioning as the family’s fractional CFO so much I wanted it to be a long-term career. I stepped into wealth management full-time in 2017 to extend these services to other families. Empowering clients to make strategic, long-term decisions about family wealth is at the core of the Caprock promise. In my advisory relationships at Caprock, I focus on providing ease of process in the management and administration of each client’s family enterprise, including global asset reporting, accounting, tax compliance and coordination and private investment management.
I enjoy partnering with advisors to help to simplify the intricacies of our clients’ situations. Our role, however, extends beyond investment performance. With wealth comes complexities. Creating clarity across the spectrum of client needs equips families to make more strategic decisions regarding inter-generational wealth success.
I firmly believe in the overarching value our Caprock team offers families looking beyond traditional RIA offerings. We are true partners in our clients’ success.
