Growing up, I always knew I wanted to follow in my dad’s footsteps and work in finance. I began learning about investing in high school and continued to study it throughout college. Additionally, I’ve always enjoyed helping others, whether it’s tutoring people after school or volunteering at local nonprofits. Working in wealth management combines my love of finance with my passion for helping families achieve their financial goals.
My area of focus is data. I take pride in my attention to detail, always taking extra steps to ensure that every transaction I upload to our reporting software is correct and that the client’s portfolio will be as accurate and up-to-date as possible.
One of the things I enjoy most about working at Caprock is the team environment. Despite having several office locations in different states, I feel close to my team. I know that if I ever have a question, I can reach out to anyone, and they will do everything they can to help me.