After taking a few computer science coding classes in my first year of college, I knew that wasn’t the right path for me. I have always been passionate about finding creative solutions to complex problems and helping people achieve their goals. Wealth management intrigued me, and when I realized it would help me fulfill these passions, I changed my major.
I was drawn to Caprock because of the emphasis on finance-first impact investing. Most of my work is behind the scenes, helping to manage clients’ balance sheets and ensuring everything is running smoothly. Being able to help families incorporate their values within a portfolio is really gratifying to me.
