When I retired from being a professional athlete, I knew I needed to find the proper resources to help me preserve the wealth that I had spent years building. After taking the time to find these resources for myself, I realized that there was an incredible opportunity to help others reframe the way they think about wealth management.
My area of focus is serving entrepreneurs and athletes. I believe there is an overlap between these two groups, both having worked incredibly hard their entire lives to obtain a goal. I love being able to utilize my experience as a team player to partner with families and act as a resource in helping them sustain their wealth.
Over the last few years, I have grown close to the Caprock team. Through some incredible conversations, I’ve gained an in-depth understanding of the culture and service they provide families. I am honored to join Caprock and take the opportunity to elevate how people view wealth management by emphasizing the importance of legacy through family, impact, and philanthropy.