How do I help our clients live a richer life?
As a member of the Personal CFO team, I feel honored to be invited into the financial narrative of each family we work with and to be given the opportunity to understand the unique needs and desires of each client. I enjoy working alongside clients to help them accomplish their goals, both financial and personal. I am excited by the opportunity to build relationships with each client, so they can walk away with the peace of mind that they are taken care of by our team. What’s more, I have a special passion for closing the gender gap in access to financial education across all demographics and look forward to engaging with clients and the community on this vital mission.
How do I like to spend my time outside of Brighton Jones?
Much of my time outside of work is spent in with my dearest friends and family. I relish any chance to play the role of cook and host—there is no better connection than when you share a meal, open a bottle of wine, and create space for good conversation. In addition, you can find me in all sorts of different exercise classes, exploring new restaurants, and visiting local farmers markets. I am happiest when I’m doing something outside—long runs, hiking, trail running, backpacking, strolling through the neighborhood, or even sipping something on a patio.