Heather brings over a decade of experience in the financial services industry and a lifelong passion for serving others with excellence and integrity. Alongside her husband, Dereck, she co-founded Caprock Financial Group with a clear and compelling vision: to deliver truly holistic, comprehensive financial planning for successful families seeking clarity, coordination, and confidence in their financial lives.
From the beginning, Heather has played a vital leadership role in shaping the firm’s client-centered philosophy and high-touch service model. She understands that families face increasingly complex financial decisions — from investment strategy and tax efficiency to retirement income planning, legacy design, and multigenerational wealth transfer. Heather is deeply committed to ensuring that each client feels understood, valued, and supported through every stage of life and wealth.
Known for her relational strength and thoughtful leadership, Heather helps foster an environment where clients can have meaningful conversations about their goals, values, and long-term vision. She believes true wealth is about more than numbers — it’s about creating freedom, protecting what matters most, and building a lasting legacy for future generations.
Prior to entering the financial industry, Heather spent over 20 years as a dental hygienist in Lubbock. In that role, she built trusted, long-standing relationships with families across generations — a foundation rooted in attentiveness, precision, and personal care. Those same qualities now define her approach within the financial arena, where attention to detail and genuine connection are essential when serving families with substantial assets and sophisticated planning needs.
Outside the office, Heather enjoys traveling, staying active, cooking, and creating meaningful memories with their six incredible children, spouses and their amazing grandchildren. Family is at the core of everything she does, and that perspective continues to shape the way she serves the families of Caprock Financial Group.
