Be WELLthy Blog

Matt Kelley, CFP®

Feb 23, 2023 |
How do I help clients Live a Richer Life®? As a Lead Advisor, I partner with clients in all aspects of the financial planning process to help…
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Nathan Schult, CFP<sup>®</sup>
February 23, 2023 |

Nathan Schult, CFP®

How do I help clients Live a Richer Life®? At Brighton Jones, people and relationships matter most. I love being apart of a…
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David Amiot, CFP<sup>®</sup>, CRPC<sup>®</sup>
February 10, 2023 |

David Amiot, CFP®, CRPC®

How do I help our clients Live a Richer Life®? My goal is to help clients achieve their vision of financial freedom by…
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Jacob Siuta, CFP<sup>®</sup>
October 21, 2022 |

Jacob Siuta, CFP®

How do I help clients Live a Richer Life®? I help our clients live a richer life by building strong connections, ensuring their…
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Connor Upham
October 21, 2022 |

Connor Upham

How do I help clients Live a Richer Life®? As an member of our DC office, I help clients live a richer life…
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Nick Gearhart, CFP<sup>®</sup>
October 21, 2022 |

Nick Gearhart, CFP®

How do I help clients Live a Richer Life®? As an advisor on our Personal CFO team, I am fortunate to work alongside…
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Chad Connelly
October 21, 2022 |

Chad Connelly

How do I help clients Live a Richer Life®? As the Senior Manager of Administrative Operations, I help our PCFO service teams onboard…
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Felicia Fortosis
September 19, 2022 |

Felicia Fortosis

How do I help our clients Live a Richer Life®? I have the opportunity to work with and for our clients helping to…
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Andrew Richardson, CFP<sup>®</sup>
September 19, 2022 |

Andrew Richardson, CFP®

How do I help clients Live a Richer Life®? As a member of the Personal CFO team, it brings me great professional satisfaction…
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Christian Blazona
September 12, 2022 |

Christian Blazona

How do I help our clients Live a Richer Life®? As a member of the Personal CFO team, I’m passionate about building valuable…
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