My first job was at a local credit union. I appreciated seeing familiar faces of members and getting to know them each time they visited.
Working one-on-one with people provides an opportunity for genuine connection, which I value greatly. Helping others, dealing with numbers, and creating genuine connections are my greatest strengths, and I feel that wealth management is the field that allows me to capitalize on these strengths. I’m eager to continue to hone these skills as a part of the Caprock team.