Throughout my career, I have always worked in a client-facing role. Being able to connect with people and build relationships is something I have found great fulfillment in. When the opportunity to work in wealth management presented itself, I was really interested. It combined my passion for working with people and my enjoyment of working with numbers.
Since joining the Caprock team, I have been fortunate to connect with and build great relationships with some truly incredible clients. I genuinely enjoy what I do.
Recently, I had the opportunity to be a part of a big moment in a client’s life when they made the decision to retire. I really admired the work that they did throughout their career, as well as the work they are continuing to do after retirement. Knowing that retirement is an important milestone, I wanted to send a special gift to celebrate their big moment. We put together a custom gift that represented them and their passions in the best way possible. I truly enjoy this part of my job, and I look forward to celebrating the next big win one of our clients has!
