Porter Milner

Client Associate
Porter Milner, Client Associate at Caprock

About Me

I entered the financial industry while earning my MBA. I enjoyed the challenge of problem-solving in complex financial and familial situations. Throughout my early career, I’ve been able to gain experience across a broad range of roles within the industry.

The personal connection of building relationships drew me to wealth management. I remember the immense feeling of gratitude at being able to help a 92-year-old client automate and organize all her financial liabilities so that she could focus on moving across the country to be closer to her children. Being in a position to help her focus on what truly matters in life is an example of what brings passion to my role. I’m excited to continue building these relationships at Caprock. 

Joined Caprock

2024

Location

Park City

Education

MBA – Regis University

B.S. in Business Administration & Finance with a minor in Spanish – Regis University

Interests

Spending time outdoors, skiing, snowboarding, hiking, camping, soccer, and sewing.

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