San Francisco Team

My goal is to combine personal perspective with professional expertise to provide advice t...

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Alex Flagg

Associate Advisor

I enjoy helping our clients with tax strategies, being the architect of their legacy plan,...

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Clint Christensen, CFP®

Lead Advisor

My expertise allows those to truly carry out their life passions and focus on what is impo...

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Dennis Dwyer, CPA

Tax Lead Advisor

As Managing Director of our San Francisco office, my goal is to provide support, clarity, ...

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Jaclyn Sherry

Managing Director

As part of the Brighton Jones Personal CFO team, I partner with clients to help define wha...

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Jeremy Pond, CFP®

Lead Advisor

My goal is to provide thoughtful guidance and the right tools so individuals and families ...

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Katie Hafner, CFP®

Advisor

As the director of estate planning, I strive to help clients live a richer life by alignin...

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Mary Louden, JD, LLM

Director of Estate Planning

I have the incredible opportunity of working with a team of individuals who are dedicated ...

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Olivia Peluso

Client Service Administrator