Growing up in a family business, I watched my father preserve and transition the business, piquing my curiosity to understand it even more. In 2023, I was immersed in family wealth management through a business transition, and I haven’t looked back since.
For most of my life, I have been fortunate to be surrounded by successful people, gaining a lot of experience and insight. Those experiences have shaped how I work with families today. I focus on educating and providing resources to my clients so that they can make the best-informed decision possible.
When I first met the team at Caprock, I was immediately drawn to the culture that the founders set for the company. I feel a sense of alignment with my fellow team members in the goal of providing outstanding client service for everyone we serve.
