My focus is on helping guide families through the financial decisions that define their lives. Generational wealth creates complexity and financial decisions can have a lasting impact across multiple generations. Success requires a continual assessment of financial and family priorities with an advisor who can manage the complexity of generational wealth. Clients appreciate my investment expertise, ability to synthesize critical information, and dedication to the success of their unique objectives.
The most gratifying part of my job is working directly with families across generations. I take pride in knowing Caprock is the leader in our industry, and our work allows clients to focus on what is most important in their lives.