How do I help our clients live a richer life?
After helping clients articulate their objectives, I work with our planning teams to create, execute, and monitor a dynamic, customized plan that provides the highest probability of success. But our focus goes well beyond the numbers. By learning about our clients’ passions and what drives them, we’re able to not only provide peace of mind through acting as their Personal CFO but also afford them the time and freedom they need to pursue what’s most important to them—or as we like to say, live a richer life.
How do I spend my time outside of Brighton Jones?
My wife Tia and I love living downtown and enjoying all Seattle has to offer. I’d say I’m a foodie, but really I just like eating (anywhere) with friends. I’m also a big golfer and enjoy getting out when it’s sunny (or even when it’s not).