Kellianne Barrow

Client Associate

About

I’ve always found great satisfaction in working closely with families and individuals to help them meet their needs. Over time, I found that wealth management would utilize both my educational background as well as my passion for helping others.

While working on my undergraduate degree, I held an accounting internship. Afterward, while pursuing my MBA, I had the opportunity to work for a financial broker. Both of these roles combined my passion for people and finance.

My favorite part of my job is meeting new clients for the first time. Getting to know the families I work with on a personal level is the most gratifying part of my work. I love that Caprock does not use a one-size-fits-all approach. We recognize that each family has different interests and goals. This allows me to work with each individual in mind, customizing my approach to fit their unique needs.

Kellianne Barrow, Associate at Caprock

Joined Caprock

2021

Location

San Jose

Education

B.A. in Business Management Azusa Pacific University

MBA Texas A&M

Interests

Board Games, Hiking

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