Search results for Location: Washington, D.C.

Shad Thomas

Tuesday, October 16, 2018

While serving in the U.S. Coast Guard, I developed a strong passion for helping others create a strategy to meet their financial goals for retirement.

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Madison Glass

Wednesday, August 1, 2018

I help clients live a richer life by giving them peace of mind in order to focus on the present and what brings them joy instead of worrying about the future.

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Andrew Desing

Monday, March 4, 2013

Understanding the needs and passions of our clients is the first step in helping them live a richer life. I work to identify clear strategies to provide clients with a roadmap for reaching their goals.

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Jesica Ray, CFP®

Friday, February 15, 2013

As an advisor in our Washington, D.C. office, I help to service our clients on the East Coast. Having been raised on kindness and courtesy as core values, I believe that these are at the root of a positive client experience.

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Jimmy MacDonell, CFP®, CPA

Wednesday, February 13, 2013

I work as my client’s Personal CFO to help them understand their current and future financial situation so that they can gain comfort in knowing that they will be able to live and experience life the way they want.

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Katherine Kester

Sunday, February 10, 2013

As a client service associate in the Washington, D.C. office, I believe that creating warm relationships is the key to helping our clients live a richer life.

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Keith Brennan

Saturday, February 9, 2013

In my role, I represent Brighton Jones as the first step in the relationship-building process. I enjoy getting to know each and every prospective client and try to truly understand what is most important to them, both financially and personally.

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