San Francisco Team
My goal is to combine personal perspective with professional expertise to provide advice t...
View ProfileAlex Flagg
Associate Advisor
I enjoy helping our clients with tax strategies, being the architect of their legacy plan,...
View ProfileClint Christensen, CFP®
Lead Advisor
My expertise allows those to truly carry out their life passions and focus on what is impo...
View ProfileDennis Dwyer, CPA
Tax Lead Advisor
As Managing Director of our San Francisco office, my goal is to provide support, clarity, ...
View ProfileJaclyn Sherry
Managing Director
As part of the Brighton Jones Personal CFO team, I partner with clients to help define wha...
View ProfileJeremy Pond, CFP®
Lead Advisor
My goal is to provide thoughtful guidance and the right tools so individuals and families ...
View ProfileKatie Hafner, CFP®
Advisor
As the director of estate planning, I strive to help clients live a richer life by alignin...
View ProfileMary Louden, JD, LLM
Director of Estate Planning
I have the incredible opportunity of working with a team of individuals who are dedicated ...
View ProfileOlivia Peluso
Client Service Administrator