How do I help our clients live a richer life?
I work with our tax services team to make sure we are always taking a client-focused approach toward tax advice and planning, and that we have the best team and resources to deliver excellent client service. Across the spectrum of wealth management and financial planning, there are always a variety of life decisions and financial matters that may have tax implications, so it is important that our team of tax advisors is providing their expertise and analysis as part of our clients’ wealth management teams. This integration gives clients the peace of mind that not only are their annual tax compliance needs being taken care of, but that they have a personal tax advisor when they need them.
How do I spend my time outside of Brighton Jones?
Outside of the office, I like to get outside! Some of my favorite activities are boating, golf, going for a jog or bike ride, and doing projects around the house. I have two daughters in college now, so my wife Katie and I are shifting gears and traveling a little more, including visiting them at their universities.