I have always enjoyed using budgeting and planning to reach personal goals. I was drawn to the wealth management industry because I really liked the idea of being able to provide support for other people to achieve their own financial goals.
My primary focus is on our internal systems, both technological and functional. Having worked in many roles throughout my career, I have an appreciation for finding effective solutions that support our teams.
Clients come to us with unique needs and requirements, both on a personal and professional level. One aspect of my work that brings me a lot of satisfaction is designing ways for our client teams to have the information they need to best serve their clients. Since starting at Caprock, I have grown close with my team, and I feel confident that I have a great support network.