How do I help our clients live a richer life?
I support our Bay Area clients and team holistically, with the goal of enriching lives personally and professionally. After spending much of my 20-year career in institutional wealth management, I’m grateful to be connecting with individuals again, making a difference by aligning their money with meaning. I also love helping clients with a few areas in which I’m passionate, including impact investing, wellness, and empowering women through our Women Living a Richer Life initiative!
How do I spend my time outside of Brighton Jones?
With a background in competitive Ironman triathlons, I continue to integrate physical wellness through an active lifestyle outdoors in the Marin community. My pursuits of trail running, cycling, and surfing are balanced through a daily meditation practice and emphasis on quality time with my friends and family.