Joe Volcheck serves as an advisor in Brighton Jones’ Portland office.
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.
I’m the growth and operations manager 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 senior client experience associate, I strive to ensure our clients can sleep easy at night knowing they have a solid plan in place.
I work closely with our service teams, in-house experts, and business lines to ensure that we are providing the best experience possible for our clients.
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.
Each new season brings opportunities to plan for the unexpected and navigate changes. It is fun to seek creative solutions in a collaborative environment at Brighton Jones.
I bring my personal drive and passion to my position as a tax advisor to help clients with tax planning, preparation of returns, and other tax-related inquiries.