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.
