How do I help our clients live a richer life?
My role supports our institutional asset management team, enriching client relationships through the management of their employer-sponsored retirement plan(s). We put an emphasis on helping our clients live a richer life by offering customized retirement plan solutions specific to their unique goals and in the sole-interest of their plan(s) and participants—empowering both plan sponsor and participant alike in executing their vision for retirement.
How do I spend my time outside of Brighton Jones?
Like many of my fellow “Pacific Midwesterners,” my time spent outside of the office is focused on immersing myself as a newer resident of the greater Seattle area. My Midwestern interests have grown into Pacific Northwest passions—biking, camping, hiking, and skiing have a whole new meaning when the mountains are just a short drive (and podcast) away. The outdoors aside, I love spending time with family and friends (they are the fabric and fiber of my being) connecting in the kitchen over a great recipe, checking out a brewery, taking in a ballgame, reading and discussing books, exchanging handwritten notes or postcards, and volunteering.