Ever since I was young, I have been interested in the markets. I find the psychology behind the markets fascinating. Over the course of my early career, my interests have evolved from focusing on the granular aspects of wealth management to the larger picture of how the entire balance sheet works together to produce the outcomes needed to transition through generations.
My focus is ensuring that the entirety of a family’s balance sheet is aligned and working towards their goals. The thing that sets us apart is that Caprock is agnostic to where the solution lives, meaning we can use outside managers and funds to create the best portfolio possible. This enables us to provide interesting and unique opportunities for our clients.
One of the most gratifying parts of my job is being able to provide guidance to new clients that have had their funds mismanaged. It is extremely rewarding when I can help correct the mistakes and realign the portfolio to meet the current needs and values of a client.
