Growing up around the industry, I have been fortunate to develop a deep understanding of the importance of building relationships with clients to sustain and grow their wealth in a way that aligns with their values.
My role is client experience. Over the last five years, I have gained experience in a variety of skills, including marketing, public relations, and customer service. This experience has furthered my passion for creating the best possible experiences for our clients.
I was drawn to Caprock because of our emphasis on client relationships and team building. Everything is transparent and seamless for our clients. I am lucky to be surrounded by team members that are eager to provide support.