As part of Brighton Jones’ Personal CFO team, I help clients live a richer life by seeking to understand their goals and passions.
As a client service associate at Brighton Jones, I approach every task with a high attention to detail and “can-do” attitude.
I help clients live a richer life by taking the stress out of their tax compliance and tax planning.
My goal is to understand a client’s passions so that I can best assist them not only in mitigating tax liability but also in implementing strategies that will help them achieve their life purpose.
I’m the operations coordinator in our Portland office, meaning I help clients live a richer life by keeping things running smoothly!
I am fortunate to work with a team of individuals that share my passion to provide sound advice to clients as their Personal CFO. We work together to deliver creative solutions and the detailed level of service our clients deserve.
As a client service associate in the Portland office, I strive to ensure our clients can sleep easy at night knowing they have a solid plan in place and a team of experts to support them in achieving their goals.
As the managing director for our Portland office, I’m responsible for providing vision and direction for the local team.
I enjoy helping clients understand what creative options are available to them regarding tax planning and estate planning.
My work with the Portland team includes assisting lead advisors and tax managers with processing tax returns, establishing new accounts, actively communicating with clients, and facilitating the achievement of goals for both our team and our clients.