How do I help clients live a richer life? As a client service associate, I help our clients live richer lives by leading the tactical execution of their tailored financial plan. I love that I get to build meaningful relationships with clients while helping them feel confident and secure in their financial future. This allows […]
As vice president of operations, I align our internal resources to ensure that we can execute our company strategies and deliver on the firm’s mission.
As a client service coordinator, I have the opportunity to provide support and leverage to the Brighton Jones Personal CFO service team.
In my role, I have the opportunity to build relationships and help grow financial confidence, all in an effort to help our clients live a richer life!
My role supports our institutional asset management team, enriching client relationships through the management of their retirement plan(s).
As a member of the Advisor Training Program, I am lucky enough to get exposure to many different projects across Brighton Jones.
The Advisor Training Program provides me with the opportunity to support the Personal CFO team, while learning how we help clients achieve their goals.
I help clients live a richer life by supporting our Personal CFO teams deliver the best possible experience to everyone who walks through our door.