How do I help clients live a richer life?
As a member of the Advisor Training Program, I work with the broader Personal CFO team to help complete tasks and projects on behalf of our clients. I’m honored to be a part of a company that takes a holistic view of clients’ financial picture and develops a tailored plan to achieve their goals. Being surrounded by compassionate colleagues and knowing that our work positively impacts the lives of others makes each moment of my job special.
How do I spend my time outside of Brighton Jones?
Outside of Brighton Jones, I love to play tennis. As a former Seattle University student-athlete, I keep myself active by either taking advantage of the university’s tennis courts or exploring the beautiful state of Washington. I also enjoy attending stand-up comedy shows, watching professionals as well as amateurs tell stories and hopefully have a good laugh.