Brianna Thompson

How do I help clients live a richer life?
As a member of the Personal PCFO team, I strive to build meaningful relationships and understand what living a richer life means to each individual client. A financial plan goes well beyond the numbers on a balance sheet – it integrates our clients hobbies, passions, and long term goals. I am grateful to work alongside a diverse group of individuals who all have our clients best interests at heart!

How do I align my time and money with my values and passions to Live a Richer Life?
My passions are rooted in connections, wellbeing, and growth. I prioritize relationships with family and friends (and my dog, Lani, of course), my physical and mental health, and personal development. I find joy in traveling, listening to music, spending time outdoors, and being around those who share values similar to mine.