As a client service coordinator, I have a passion for helping others and fostering strong relationships, with both clients and colleagues.
I help clients live a richer life by understanding their needs and ensuring that clients receive the full Brighton Jones experience.
I have found Brighton Jones is much more than just a wealth management company. In fact, culture is what drives its success.
As a client experience associate in the Scottsdale office, I strive to create strong relationships with both clients and colleagues.
The most rewarding part of my job is the ability to sit on the same side of the table as our clients and build trusting relationships over time.
I am responsible for thinking strategically with our clients about their life plans and ensuring that our “one-team” approach provides them with total balance sheet advice.
As a client service associate, my goal is to help make what are ordinarily complicated or frustrating tasks worry-free.
One person’s passion is another person’s poison. That’s why I love getting to know families (spouses, parents, children), rather than individuals, to make sure that goals are inclusive and not alienating.
In an environment where we are upholding our fiduciary obligations, I am confident we are delivering on our mission of helping our clients live a richer life.