Working at a bank while in college opened my eyes to how financial literacy is a key component of everyday living. I fell in love with helping others with their finances initially, and it ultimately led me to working in wealth management because I saw how much of a difference the right guidance can make.
Here at Caprock, my area of focus is delivering an exceptional client experience through relationship management, operational excellence and personalized, proactive service. My experience in both banking and wealth management has given me a broad perspective on how every part of the client experience works together to support families and help them achieve their goals. Being the mother of a daughter with autism has also taught me patience, empathy and adaptability – qualities that shape how I approach every client relationship.
I’m excited to be part of a team that is deeply committed to its client-first approach and to building lasting, impactful relationships. As part of the Caprock team, I hope to continue growing professionally, collaborating with talented colleagues, and helping to create the seamless, high-quality experience our clients deserve.
