How do I help our clients live a richer life?
I support our San Francisco team holistically with the goal of enriching lives in and out of the office. My parallel objective is to fulfill clients’ life visions, a process that comes about through constant discovery, understanding, and strengthening of relationships. After spending much of my 20-year career in institutional asset management, I’m grateful to be back working directly with individuals where we can see the difference we are making on a daily basis. I also love sharing my passions of wellness and impact investing with our clients.
How do I spend my time outside of Brighton Jones?
Although the competitive Ironman triathlon days are behind me, I still enjoy getting out to trail run, cycle on and off-road, surf, and swim. While I have practice meditation and pursue spiritual growth which keeps me grounded, I prefer being active. I enjoy the outdoors lifestyle in Marin, spending time with friends and family, and trying to keep up with our young daughter.