Coming from a family that built success through hard work and perseverance, I was able to witness firsthand how challenging it can be to navigate financial decisions without the right guidance. My parents didn’t have the support of someone who could help them invest wisely, grow their wealth, or plan for the future. This experience is what drives me to serve clients with empathy and dedication.
After starting my career in financial planning, I quickly learned the importance of understanding each client’s full financial picture. My goal is to be a trusted partner and the first call a client makes, even if their question doesn’t seem directly related to wealth management.
Caprock’s commitment to truly personalized service resonated with me from the start. I’m proud to be part of a nimble and passionate team of professionals that put clients first.
