Be WELLthy Blog

Kyle Rice, CFP®

Dec 07, 2021 |
How do I help clients Live a Richer Life®? As part of the Personal CFO team, I help clients identify and achieve vocational freedom, a key point…
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Kaleb Strawn, CFP<sup>®</sup>
December 07, 2021 |

Kaleb Strawn, CFP®

How do I help our clients Live a Richer Life®? As an advisor at Brighton Jones, I work alongside a team of professionals…
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Michael Curtis, CFP<sup>®</sup>
December 07, 2021 |

Michael Curtis, CFP®

How do I help clients Live a Richer Life®? As a Personal CFO, my goal is to simplify the complexity that comes with…
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Lauren Mercer, CFP<sup>®</sup>
December 07, 2021 |

Lauren Mercer, CFP®

How do I help clients Live a Richer Life®? Helping clients live a richer life is a process that begins with trust. With…
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Joe Volcheck, CFP<sup>®</sup>
December 07, 2021 |

Joe Volcheck, CFP®

How do I help clients Live a Richer Life®? As with any relationship, strong communication creates the foundation for prolonged success. My goal…
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Scott Greve
December 07, 2021 |

Scott Greve

How do I help our clients Live a Richer Life®? Helping clients understand and optimize their real estate investments is my professional passion.…
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Marie Padiong, CFP<sup>®</sup>
December 07, 2021 |

Marie Padiong, CFP®

How do I help our clients Live a Richer Life®? I’m excited to build relationships with our clients so that I may better…
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Jordan Graham, CFP<sup>®</sup>
December 07, 2021 |

Jordan Graham, CFP®

How do I help our clients Live a Richer Life®? As a member of the Personal CFO team, I have the privilege of…
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Chris Hoffa, CFP<sup>®</sup>, CPA
December 07, 2021 |

Chris Hoffa, CFP®, CPA

How do I help our clients Live a Richer Life®? My life goal is to have a positive impact on the world and…
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JP Mather, CPA, CFP<sup>®</sup>
December 07, 2021 |

JP Mather, CPA, CFP®

How do I help our clients Live a Richer Life®? As an advisor at Brighton Jones, I help clients live a richer life…
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