I am passionate about personal wealth management and nurturing relationships with dedicated service. Previously, I worked as a custodian for collateralized loan portfolios. While I enjoyed working on the complex transactions surrounding this, I felt disconnected from the reasoning of why decisions were being made. Private wealth management allowed me to see how each client’s unique needs lead to individual strategies for success.
Caprock’s philosophy of serving clients whole-heartedly spoke to my core values. I once spent an hour on the phone with an elderly client who had recently gone through a difficult life change and had been locked out of her online accounts. After helping her gain access back and sign documents, she thanked me countless times. I could tell that it had made a difference to her well-being to have a trusted associate on her side.