I knew I wanted to work in Wealth Management after spending time helping investors support startups in Venture Capital in Fund Management. I realized that clients are my favorite part of work and that I was passionate about supporting their growth.
My area of focus and expertise is client experience. I was previously at a start-up specializing in special-purpose vehicles and fund management working directly with angel investors and portfolio companies. I found a passion for venture capital and investments, which positioned me perfectly to work in wealth management and my role here at Caprock. Since joining the team, I have loved the genuinely positive and caring environment for employees and clients alike.