An entrepreneurial mindset has shaped my career from the start. I was drawn to wealth management because of the competitive nature of capital markets and discovered a passion for helping my clients make the most of consequential decisions of their financial lives.
A primary area of my practice is guiding business owners and their families through the process of selling their business. As a Certified Exit Planning Advisor (CEPA®), I bring a comprehensive framework to this work- covering succession planning, pre-sale value creation, and the full range of personal financial considerations that come with a major transition.
I joined Caprock because of its commitment to delivering conflict-free advice across a client’s entire balance sheet. Too often, holistic advice is discussed in theory but not delivered in practice. At Caprock, that promise is real, and it reflects my own long-held commitment to putting the families I serve above all else.
