After being in the industry for over 20 years, I am still constantly learning. There is always something to dive deeper into, research more, and figure out how to best apply it to our firm’s practices. I am inquisitive by nature, and I truly enjoy the fast pace of the industry.
When the opportunity to build something great, unique, and excellent presented itself, I took a chance, leaving behind my previous role in corporate wealth management. I knew that joining Caprock would be exciting, offering new challenges that fulfill my need to continuously be learning.
My focus is maintaining Caprock’s compliance program to abide by the ever-changing regulations. Being a part of building Caprock from the ground up has afforded me a wide range of experiences. As a result, I better understand the needs of an advisor in providing excellent service to a high-net-worth client relationship while providing solutions that fit within best industry practices.