How do I help clients live a richer life?
I look forward to helping clients live a richer life by drawing on my experience in business development and analytics working for Wells Fargo, Citibank, and Lincoln Financial Group, as well as a small, family-owned travel company. Clients can expect top-quality service, reliability, and—most importantly—authenticity from me at every step along their financial journey.
How do I spend my time outside of Brighton Jones?
My personal interests include cycling, skiing, hiking, community league sports, and cheering on all Philadelphia professional and collegiate sports teams. I love living in Philadelphia and exploring the city whenever I get the chance.