With over a decade of experience in mergers and acquisitions, I have been fortunate to complete impactful transactions in the insurance, asset management, and wealth management sectors. This diverse experience has allowed me to gain a deep understanding of the financial services industry and the strategies that drive success. I believe that there is great power in a client-centric approach.
Caprock’s commitment to prioritizing clients resonates deeply with my experience. I’ve witnessed firsthand that the most successful firms thrive when their focus is on putting clients first. I’m excited to bring my own expertise and dedication to the Caprock Team.
