Search results for Location: Portland

Sierrah Martin

Monday, December 10, 2018

As a client service associate at Brighton Jones, I approach every task with a high attention to detail and “can-do” attitude.

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Emily Bludworth

Wednesday, November 28, 2018

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.

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Erica Penner

Monday, September 10, 2018

I’m the operations coordinator in our Portland office, meaning I help clients live a richer life by keeping things running smoothly!

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Alexia Candelaria, CFP®

Monday, March 4, 2013

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.

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Bria Lin

Sunday, March 3, 2013

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.

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Carley Dillon

Wednesday, February 27, 2013

As the managing director for our Portland office, I’m responsible for providing vision and direction for the local team.

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Jessica Allison, CFP®

Friday, February 15, 2013

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.

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Karen Harris, CFP®

Monday, February 11, 2013

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.

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