Some of my best skills on the job are my ability to be rational and objective. I can review an opportunity or a challenge and, in short order, get to the meat of the issue. Clients appreciate my willingness to be direct and transparent with my opinions. Clients understand the idea that some of our best decisions are the investments we avoid.
Prior to Caprock, I was an active investor and entrepreneur with a background in product and business development strategy, capital formation, and mergers and acquisitions. My education, experience, and background give me a unique understanding of our clients and how to support them in achieving their long-term goals.
I am fortunate to be a leader and mentor to a talented group of people with disparate skills working together to deliver a comprehensive family office solution. We sit at the epicenter of deal flow for our clients, investment team, and the funds and companies we support. I enjoy the immense variety of opportunities and innovations we witness daily. We have a front-row seat to the most interesting parts of the economy.
It is an honor, and a big responsibility, to work as a trusted partner for such amazing families. Being able to help clients throughout their lives is incredibly rewarding. From new babies and estate planning to supporting children and grandchildren through their educational journey to launching businesses, changing careers, selling businesses, and exploring philanthropy. It is a great privilege to witness the key milestones of these impressive families.
