Jesica Ray, CFP®, CDFA®
Dec 07, 2021 |
How do I help our clients Live a Richer Life®? As a Lead Advisor in our Washington, D.C. office, I help to provide guidance to our clients…
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Be WELLthy Blog
December 07, 2021 |
Jimmy MacDonell, CFP®, CPA
How do I help our clients Live a Richer Life®? Our clients look to us to provide holistic advice on all aspects of…
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December 07, 2021 |
John Curle, CFP®
How do I help our clients Live a Richer Life®? As an advisor at Brighton Jones, I work with clients to develop thoughtful…
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December 07, 2021 |
Karen Harris, CFP®, CRPC®
How do I help our clients Live a Richer Life®? To enable clients to live a richer life, we begin by identifying their…
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December 07, 2021 |
Katherine K. Burgess, CFP®
How do I help our clients Live a Richer Life®? As an advisor in the Seattle office, I believe that creating warm relationships…
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December 07, 2021 |
Kaycee K. LeCong, CFP®
How do I help our clients Live a Richer Life®? By assuming the role of Personal CFO for our clients, my goal is…
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December 07, 2021 |
Kory Leadon, CFP®
How do I help our clients Live a Richer Life®? I am responsible for thinking strategically with our clients about their life plans…
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December 07, 2021 |
Kristen Purnell
How do I help our clients Live a Richer Life®? As a Richer Life Business Partner, my goal is to ensure that every…
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December 07, 2021 |
Lesley Kalso
How do I help our clients Live a Richer Life®? I take great care in providing exceptional service to our clients while building…
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December 07, 2021 |
Matt Mormino, CFP®
How do I help our clients Live a Richer Life®? As the Managing Director of OpenPlan, I work to support other advisors and…
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