Team
Collaboration is part of our culture.
We’ve always known that the needs of our clients would be too diverse for any one—or two—individuals to satisfy on their own.
By tapping the individual talents of team members across all areas of our business, we better serve our clients and deliver more value. This collaborative approach is not just central to our culture; it’s a key to our success.
Please browse through the various segments of our company and the individual experts who handle them. With a diverse team of CFPs®, CPAs, JDs, and MBAs, we’re proud to put the power of collaboration to work for you.
The Brighton Jones Team
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Adam Akerblom
Business Development Coordinator -
Alex Boeri
Associate -
Alexandra Umemoto
Client Service Associate -
Alexia Candelaria, CFP®
Advisor -
Andrea Cruz
Client Service Associate -
Biss McCarthy, CFP®
Advisor -
Brett Carolan, CFP®
Advisor -
Bria Lin
Client Service Associate -
Brian Burgess
Advisor -
Brian Larson
Managing Director, Tax Services -
Brian Tall
Chief Investment Officer -
Brittany Weiler
Retirement Plan Associate Advisor -
Bryce Baker, CFP®
Advisor -
Calley Ryan Bjorkman, CPA
Tax Advisor -
Carly Sutton, SHRM-CP
Talent Management Associate -
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Chris DeStefano
Advisor -
Chris Wyckoff, CPA
Accounting and Compliance Manager -
Christina Sylvester
Director of Marketing -
Clint Christensen, CFP®
Advisor -
Corinn Parks, CPA
Tax Advisor -
Cory Custer
Director of Compassion -
Dan Monaghan Jr., CPA
Tax Advisor -
David Born, CFP®
Advisor -
David Lamp, CFP®
Advisor -
E.J. Sondgroth, CFA
Advisor -
Emily Wood
Associate -
Emma Landis
Business Development -
Eric Sholberg, CPA
Retirement Plan Advisor -
Eric T. Strong, CFP®
Advisor -
Eric J. Wikstrom, CPA, JD
Tax Advisor -
Gina Peronto
Sr. Talent Management Associate -
Grant Lyon
Business Development -
Greer Smith, CFP®
Advisor -
Jackie Prideaux, CFP®
Advisor -
Jason Shull, CFP®
Advisor -
Jedidiah Collins, CFP®
Relationship Manager -
Jenah Smith
Operations Manager -
Jens Madsen
Executive Assistant -
Jesica Ray
Advisor -
Jessica Allison
Analyst -
Jessie McMillan
Client Service Associate -
Jimmy Gorzalski
Associate -
Jimmy MacDonell, CFP®, CPA
Advisor -
John Curle
Advisor -
John Dougherty
Vice President of Marketing -
Jon Jones
CEO -
Justin Lee
Tax Advisor -
Karen Harris, CFP®
Advisor -
Karen Nelson, CPA, JD
Tax Advisor -
Katherine Kester
Client Service Associate -
Kathy Lin Schlyer
Client Service Operations Manager -
Katie Randall
Advisor -
Kaycee Krebs, CFP®
Advisor -
Keith Brennan
Business Development -
Kelly Brown, CFP®
Advisor -
Kory Leadon, CFP®
Advisor -
Kristen Purnell
Client Service Associate -
Kristi Panza
Portfolio Analyst -
Kristie Garrett, CFP®
Business Development -
Laura Tarbutton
Client Service Associate -
Lesley Kalso
Client Service Associate -
Liv Freeby, SPHR
Director of Talent Management -
Lori Evans
Client Service Associate -
Lucas Baker
Advisor -
Madison Adams
Office Coordinator -
Madison Amsberry
Client Service Associate -
Madison Nadeau
Associate -
Marc Asmus
Marketing Automation Manager -
Mark Jones
Managing Director, Institutional Asset Management -
Matt Howell
Portfolio Analyst -
Matt Mormino, CFP®
Advisor -
Matt Patterson, CFP®
Portfolio Manager -
Matthew A. Camrud, CFP®
Advisor -
Meagan Swingley
Accountant -
Melanie Arena, CFP®
Advisor -
Mercy Masicha
Tax Administrator -
Michael Battaglia, CFP®, CIMA
Advisor -
Michael Stubel
Content Marketing Manager -
Michael Welk
Advisor -
Nicole Bowers
Director of Talent Management -
Phil Almonte
Senior IT Administrator -
Rebecca Medina
Tax Advisor -
Ryan Hansen
Client Service Associate -
Sabrina Rosh, CFP®
Advisor -
Sara Pendleton
Client Service Associate -
Sarah Chen
Salesforce Business Analyst -
Sarah Schwan
Advisor -
Scott Schoenfeld
Advisor -
Scott Leber
Chief Strategy Officer -
Shalonda Knox-Shelton
Tax Client Services Manager -
Shay Frederickson
Client Service Associate -
Shyanne Render
Advisor -
Spencer Dillon
Retirement Plan Business Development Associate -
Stan Hall
Marketing Associate -
Steven Hanks
Advisor -
Susan Yang
Tax Advisor -
Tabitha Whitesell
Tax Administrator -
Taylor McEuen, CPA
Tax Advisor -
Tim Amen, CFP®
Advisor -
Tina Adelstein
Learning and Development Manager -
Tom Preston
Director of Client Service -
Tyler Harvey
Client Service Associate -
Tyler Mayfield
COO and CCO -
Val Grasparil
Vice President of Technology -
Whitney Johnson
Client Service Associate -
Zach Olson
Business Development Operations Manager -
Zach Smith, CFP®
Advisor -
Stitch Jones
Chief Compassion Officer