Shad Steele

Shad Steele

I have always been passionate about technology, figuring out how things work, and helping people. My career began in the customer service industry while I pursued a degree in IT administration. A year after graduating with my associate degree, I started my first...
Makayla Jamison

Makayla Jamison

I have always had a passion for creativity and connecting with people. Marketing combined my love for communication with my desire to work creatively. The wealth management industry can be difficult to navigate for many families. Caprock’s focus on aligning wealth...
Matt Swanson

Matt Swanson

I enjoy working in wealth management because it allows me to see the human side of the investment world. My specialty is designing scalable and efficient solutions to complex problems. I have always had a passion for finding the “right” answer. As the...
Jennifer Couch

Jennifer Couch

Curiosity and an eagerness to learn more about the intricacies of financial markets, investments, and wealth preservation drive my interest in the wealth management industry. Navigating financial success is complicated. In my personal experience, I found choosing...
Chase Grossman

Chase Grossman

Growing up, I always knew I wanted to follow in my dad’s footsteps and work in finance. I began learning about investing in high school and continued to study it throughout college. Additionally, I’ve always enjoyed helping others, whether it’s tutoring people...

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