For the past 17 years, I have enjoyed serving as a trusted partner to successful business owners and families in complex areas of financial problem-solving. This complexity has ranged from managing large-scale commercial real estate development and acquisition finance to serving as a private wealth management banker and now as a client advisor for Caprock. It has been wonderful to work with families and assist them in preserving, growing, and catalyzing their wealth in the manner they envision.
What drives me is a motivation to always be learning and growing in every aspect of my life, from parenting to my career. It is impossible not to learn and grow constantly in this business, as every client family has a unique situation, and the world is always changing. Having broad experience and an attitude of growth and adaptability are my primary strengths as an advisor.
The deep investment expertise of the Caprock team, in addition to the distinctive model of alignment with client objectives, drew me to join the Caprock family. Our framework allows me to advocate completely for my clients and address each situation uniquely to achieve each family’s wealth objectives.
