Why am I in wealth management? It’s a very personal story. Both of my grandfathers died fairly young, in their early 60s. One had fewer financial resources but had worked with an advisor, and his wife continues to live comfortably. My other grandfather had accumulated more wealth, but his wife eventually ran out of money because they did not have professional guidance.
Seeing those two very different outcomes shaped how I think about wealth. I realized that lasting financial success isn’t determined solely by the amount of wealth a family has, but by the quality of the advice and planning that supports it.
Today, I work with ultra-high-net-worth families to help organize and coordinate every aspect of their financial lives from investments and business interests to tax planning, estate strategy, philanthropy and long-term family goals. My role is to bring the right people together, simplify complexity and help families make thoughtful decisions with confidence.
One of the reasons I joined Caprock is our ability to look beyond investments and address every dimension of a family’s financial life. Our collaborative team brings expertise across investments, tax and estate planning, business interests and philanthropy, allowing us to provide the kind of comprehensive advice families need to steward wealth across generations.
