From an early age, the idea of utilizing wealth to create further financial growth has been a fascination of mine. Since opening my first brokerage account in high school, I knew that wealth management was the an ideal place to start and grow my career. My primary motivation is to help others build on their financial success and providing peace of mind.
During my career, I’ve worked across multiple teams within wealth management: advising, trading, client experience, and reporting. Each role has provided me with insights into the many moving pieces that are required to deliver comprehensive financial advice and service for affluent families. My goal is to understand all aspects of our clients’ lives, financial or not, and serve as a trusted member of their team.
Caprock’s holistic approach to serving clients stood out from the very beginning. Every aspect of our clients’ lives is thoughtfully considered, and it’s wonderful to see the impact we make. Every client is unique and that’s what makes our jobs exciting and fulfilling. I’m proud to be a part of the incredible team that Caprock has built.
