My journey into wealth management began with a deep curiosity about how thoughtful portfolio construction and strategic planning can shape long-term outcomes. As I explored the industry further, I became increasingly drawn to the relational side of the business: building meaningful connections with families while helping them navigate complex decisions.
Prior to joining Caprock, I worked at a large financial institution where I partnered with a team of senior bankers to advise multi-generational families. That experience deepened my appreciation for the importance of collaboration and tailored guidance in helping clients achieve their goals.
I chose to join Caprock because of its truly independent approach to wealth management. The ability to offer objective advice across a client’s entire balance sheet aligns with my personal philosophy of putting every client’s best interests first. Caprock’s commitment to transparency, collaboration, and long-term stewardship allows me to serve families with integrity and purpose.
