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 enjoy an active lifestyle outdoors in the Marin community. My pursuits of trail running, cycling, and surfing are grounded with my meditation practice and spending time with friends and family.