After spending much of my 20-year career in institutional wealth management, I’m grateful to be connecting with individuals again.
As the growth and operations manager in our San Francisco office, I serve as the unofficial “director of first impressions” for our clients, making sure they feel welcome and taken care of.
Brighton Jones’ culture embodies the mission of helping clients live a richer life. When you are a Personal CFO it opens the door to more powerful and connected relationships with our clients and their families.
As a part of the client service team, I help clients articulate their financial goals and assist in any way possible to reach them.