Curiosity and an eagerness to learn more about the intricacies of financial markets, investments, and wealth preservation drive my interest in the wealth management industry. Navigating financial success is complicated. In my personal experience, I found choosing investing and financial planning options confusing. Many of the firms said the same thing, and I didn’t understand the lingo enough to discern the nuances. I saw an opportunity to educate and empower people to make informed financial decisions.
As Caprock’s Director of Marketing, I promote our bespoke wealth management services and connect customers with an advisory team that positions them for generations of financial prosperity. My extensive background in marketing across a variety of industries including small non-profit services, new resort developments, disruptive higher education institutions, and high-growth international eCommerce ventures has equipped me with a track record of connecting brands with their audiences in meaningful ways. I am excited to be sharing my energy, growth mentality, and skills with Caprock and our clients.
I was fortunate to have the opportunity to speak with several of our clients and professional partners when I initially arrived at Caprock. I was encouraged by their stories and experiences. Many of them mentioned the tight connection they have with our staff and the confidence they have in knowing we have their best interests at heart. There is a sense of pride in being a Caprock client, as well as real gratitude for the level of service they receive. I hope to bring this opportunity to more people.