How do I help clients live a richer life?
As an advisor, I help people align their time and money with their passions and purpose to live happier and more fulfilling lives. I enjoy getting to know people personally and their financial situation thoroughly, which is vital to helping to align money with life strategy. I help people navigate life changes, plan for the unexpected, and help define what a “richer life” means to them. I measure my success by how well I make a meaningful difference in people’s lives, through financial advice rooted in expertise and compassion.
I also enjoy working to positively impact our community and the world through my profession. In our community, I help people via pro bono financial planning and enjoy connecting people to collaborate to do good – many hands make light! I am grateful to be a part of a team who helps clients who are inspired to give, articulate their philanthropic vision and engage in impactful relationships with organizations and causes.
How do I spend my time outside of Brighton Jones?
I love spending time with my family, especially in the great outdoors. Some of our beloved adventures are hiking, paddle boarding, karate and teaching each other the beauty in the world – I especially cherish all that my daughter (Ella) teaches me. As a family, turning compassion into action is an important part of our lives. We volunteer farm to help give fair, equal and dignified access to nutritious locally grown food, and are members of Kids for Peace, which works to build a worldwide community of kind, compassionate and empowered young people. I am involved in various causes, and enjoy following and supporting friends’ social ventures and non-profits.