With a background in ncome taxes and internal auditing, I use my diverse skills to help the tax team provide positive service for our clients.
I’m excited to build relationships with our clients so that I may better understand their values and passions as we help them achieve their goals.
As a member of the Personal CFO team, I help clients integrate their passions and goals into a financial plan that works for them.
I help clients live a richer life by working with them to develop a strategy that best aligns their financial resources with their purposes and passions.
I feel lucky to be working for a firm that is focused on the client experience and creates an empathetic culture to the world and its employees.
As the accounting manager, I am tasked with protecting and managing the financial wellbeing of Brighton Jones alongside the vice president of finance.
My tax knowledge allows me to help in maximizing the tax compliance and savings of our clients, so that they can focus on what matters most to them in life.
I love that I get to build meaningful relationships with clients while helping them feel confident and secure in their financial future.
As vice president of operations and people, I align resources to ensure that we can execute our company strategies and deliver on the firm’s mission.