San Francisco Team
My goal is to combine personal perspective with professional expertise to provide advice t...
View ProfileAlex Flagg
I enjoy helping our clients with tax strategies, being the architect of their legacy plan,...
View ProfileClint Christensen, CFP®
I help clients live a richer life by cultivating peace of mind around their financial life...
View ProfileDavid Langhals, CFP®
My expertise allows those to truly carry out their life passions and focus on what is impo...
View ProfileDennis Dwyer, CPA
As Managing Director of our San Francisco office, my goal is to provide support, clarity, ...
View ProfileJaclyn Sherry
As part of the Brighton Jones Personal CFO team, I partner with clients to help define wha...
View ProfileJeremy Pond, CFP®
My goal is to provide thoughtful guidance and the right tools so individuals and families ...
View ProfileKatie Hafner, CFP®
As the director of estate planning, I strive to help clients live a richer life by alignin...
View ProfileMary Louden, JD, LLM
I have the incredible opportunity of working with a team of individuals who are dedicated ...
View ProfileOlivia Peluso
I have the privilege of working with an exceptional team to help clients enrich their live...
View ProfileRyan Bridge
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
View ProfileScott Greve
I help connect our teams with the resources, information, and support they need to help de...
View ProfileShannon Kai
As a Lead Advisor, I work diligently to understand your needs and goals in order to help y...
View ProfileSue Cheung | 張淑芬, CFP®, CTFA, AAMS®, CRPC®, MBA
As an Advisor, I reconcile our clients' values and passions with financial independence an...
View ProfileTania Hillin, CFP®
Teresa Ternan serves as a client service associate in the Brighton Jones San Francisco off...
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