When I started college, I was intending to be a biology major. After taking a public finance class on a whim, I decided to change majors and see what career opportunities were available in the financial industry. Wealth management allowed me to pursue my two passions: analyzing numbers and helping people achieve their goals.
I was drawn to Caprock after a conversation with another advisory firm that told a former client that impact investing did not exist. This conversation left me questioning the firm. I wanted to help families identify their values and align their portfolios to reflect them.
My favorite part of my job is the relationships I have been fortunate enough to build. Establishing relationships with multiple generations of clients and assisting them in achieving their goals has been a truly rewarding experience. From guiding them through estate planning to buying their first homes, having the honor to be present in these monumental life milestones is something I deeply value.