How do I help our clients live a richer life?
I help my clients live a richer life by helping them identify and achieve their life goals. I do this by acting as their Personal CFO, providing advice and creative solutions as it relates to their life plan. I use a consultative process to identify where they are now, where they want to go and how they will get there. I work with a collaborative team of Brighton Jones professionals who help clients make informed decisions around achieving everything that is important to them.
I earned a Bachelor of Science from Washington State University. In addition to obtaining my CFP® designation, I hold a Series 65 investment adviser qualification.
How do I spend my time outside of Brighton Jones?
I live in Sammamish with my wife and two children. I enjoy skiing, cycling, and spending time with my family. I’m very active in the community organizing and coaching youth sports. Also, I sit on the boards of various nonprofit organizations within my community.