My path to wealth management began in nonprofit fundraising, where I saw firsthand how meaningful it can be to connect people’s resources with the causes and communities they care about. That experience shaped my interest in helping families build, preserve, and thoughtfully deploy their wealth. Whether the goal is creating a legacy, supporting loved ones, or making tax-efficient charitable gifts, I find purpose in helping clients align their financial decisions with what matters most to them.
At Caprock, I work alongside advisors to support clients and their families through comprehensive financial planning and investment analysis. I am a lifelong student of the markets, from economics to equities, and I enjoy translating complex financial and market information into practical guidance. My goal is to help clients feel informed and confident as they pursue both their immediate priorities and long-term aspirations.
I am proud when I can draw on lessons from my own journey to help others along theirs. I believe strong relationships begin with intentional listening, thoughtful communication, and a genuine understanding of what matters most to each client.
