At 16, I found out that my family had purchased a few shares of stock when I was just born. I was able to see how wealth can be utilized to create more wealth. After that, I knew I wanted to better understand wealth management and be a part of helping others understand/grow their wealth.
My diverse experience across advising, trading, client service, and reporting has set me up with a holistic understanding of what it means to provide comprehensive wealth management to families. Caprock’s clear plan and thoughtful approach drew me in. I am excited to be bringing my expertise to the team.