While attending the University of Idaho, I was unsure what I wanted to major in. I decided a business degree would be a good start and hoped the rest would fall into place. After taking my first finance class, I knew it was my perfect career path. Finance appealed to me because there was always something new to learn. I loved knowing I could help the people around me with their wealth management and financial goals.
My area of focus is investment management and financial planning. For the first five years of my career, I worked as a portfolio analyst, trader, and reporting subject matter expert. I pride myself on being highly analytical, which helps me further assist the clients I work with.
I was drawn to Caprock because of their focus on managing clients’ entire balance sheets. This excited me as I can continue learning new things while being creative in tackling new challenges.
