For a good part of my career, I primarily worked in financial and operational roles at technology-based companies. Eventually, I moved into venture capital to invest in and work with promising start-up companies.
When the opportunity to work in the wealth management industry came up, I was intrigued, as I have known and trusted the Caprock team for a long time. Our vision and unwavering focus on families sets us apart from other firms. I have been part of growing the finance areas of a number of companies, and the opportunity at Caprock is exciting as we embark on our next phase of growth.