As an advisor, I understand financial decisions can be very overwhelming. My goal is to simplify the options and provide confidence in a path forward.
After spending much of my 20-year career in institutional wealth management, I’m grateful to be connecting with individuals again.
I thoroughly enjoy giving clients the ability to chase personal goals rather than monitor the nuts and bolts of their financial picture.
I aim to build strong, genuine relationships with our clients, leaving them with the assurance that they can come to me no matter the situation or question.
I help clients live a richer life by empowering them with useful, easy-to-understand information that helps them make more informed financial decisions.
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.
I believe a key part of living a richer life is removing fear, worry, and ambiguity associated with the future. By taking time to thoroughly get to know clients and understand their hopes, dreams and fears, I strive to build strong relationships.
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 member of our Personal CFO team, I apply rigorously tested strategies to help our clients meet their goals and sleep better at night. I help lead efforts to maximize our clients’ resources by designing and executing strategies that grow, protect, and transfer assets as efficiently as possible.
I serve as our client’s trusted advisor within our diversified team of tax, estate, and investment management professionals.