I began my career in institutional finance, working in sales and trading. I loved the fast-paced work but never felt fulfilled. I strongly believed I could create a much more meaningful impact on individuals and families by working directly with them to influence positive outcomes for multiple generations, so I traded a trading desk for a seat across the table from the families I wanted to serve.
At Caprock, I focus on closely held business transactions and liquidity events, multi-generational family wealth management, and serving entrepreneurs and general partners in private equity, venture capital, and credit funds. Our client-first, “best idea wins” culture says a lot about our commitment to delivering an outstanding client service experience and creating an environment of success for both clients and advisors.
I have found that in our industry your friends become your clients and your clients also become your friends. Some of my greatest memories are helping clients with non-financial matters because they think of me as more than a wealth manager: they think of me as a friend, confidant, and coach who has their best interests at heart. I take great pride in the wealth management advice I provide; but when I am asked for guidance in other areas, I know we are having an outsized impact in the lives of our clients.
