I’ve been fortunate to spend my career in wealth management and investment advisory. My early experiences led me to the realization that families were ill-served by traditional Wall Street firms, who lack the alignment and expertise to advise clients on the entirety of their wealth. I wanted to build something different that truly put clients first, with the resources, talent, and capability to help them with every asset on their balance sheet. From this intention, Caprock was born. Many years later, I’m incredibly grateful and proud to lead such a talented team that delivers on the promise of a true family office solution. I cannot imagine a better or more fulfilling journey than the one we are on with our clients.
Over the years, I have served as a director of multiple non-profit and for-profit companies in different industries, including St. Luke’s Health System, VisitPay, and Pets Best Insurance Services, LLC.
Being a multi-generation Idahoan, as well as first-generation college student, one of my greatest interests is supporting education in Idaho. My goal is to ensure others have the same opportunities that were afforded to me.