My parents came from humble beginnings and achieved a level of success their parents never experienced. They needed someone to teach them how to invest, grow, and maintain their hard-earned wealth. I want to help clients in the same way I wish someone had helped my parents.
My goal is to be a client’s first call even if their question has seemingly nothing to do with wealth management. I started my career in financial planning and understand the value of seeing the entire picture in order to advise clients. Caprock’s focus on client service really appealed to me. I am lucky to be a part of a nimble, professional, and passionate team.
