Brighton Jones has built a wealth management company based on the belief that collaborative insight transcends any one individual. Although each member of our team brings their own unique perspective, experience and expertise to the table, our true strength emerges when these talented individuals work together. Across all functional areas of our business, the core value of collaboration plays a central role in how we serve our clients.
We encourage you to browse through the various segments of our company and the individuals that comprise each segment. With a team of CFPs®, CPAs, JDs, MBAs and CFA, we are proud to put the power of collaboration to work for our clients
Lead Advisor – Seattle, WA
(206) 329-5546 ext. 249
How do I help our clients live a richer life?
I work as a Lead Advisor helping clients in our Private Client Services offering manage all aspects of their financial lives. My job is to sit on the same side of the table as my clients and thoughtfully evaluate all options to help them make the best decisions for themselves and their families. Whether it’s planning for retirement (Vocational Freedom), funding education, refinancing a mortgage, starting a business, evaluating insurance, or whatever else might come up, I’m there for my clients every step of the way making sure they have the knowledge and advice that they need.
How do I like to spend my time outside of Brighton Jones?
Outside of work my favorite thing to do is spend quality time with my fiancé. We love to enjoy the beautiful surroundings Seattle has to offer…or sometimes just to relax at home if it decides to rain. In the winter you will likely find me on the ski slopes trying to stay injury-free and in the summer on the golf course trying to avoid triple bogeys. With any time left over I enjoy time with friends and volunteering for a variety of local causes.