I’ve always been drawn to helping people, and while the way I do that has changed over time, that desire led me to ultimately choose a career in wealth management.
My daily focus is helping support client portfolios behind the scenes, ensuring everything runs smoothly. Coming from a retail wealth management background, I have a comprehensive understanding of what’s needed from start to finish.
Something that I love about working at Caprock is how we support each of our clients with individual investment strategies. Being able to help families achieve their financial goals is extremely fulfilling. All people have a diverse set of goals and desires, and that includes their approach to finances. We offer a wide range of impact opportunities that allow our clients to touch the world in the way they want to.
