How do I help our clients live a richer life?
I believe a key part of living a richer life is removing fear, worry, and ambiguity associated with the future. By taking time to thoroughly get to know clients and understand their hopes, dreams and fears, I strive to build strong relationships. I feel that establishing this sort of understanding and trust is integral to helping clients achieve financial freedom and peace of mind. Achieving a very real sense of security through exceptional financial management and planning can be life-changing. If I can assist toward that end, then I feel I have done my small part to help our clients live a richer life.
How do I spend my time outside of Brighton Jones?
Originally from Upstate New York, I moved to the San Francisco Bay Area in 2008. I’ve always had a love of the outdoors and so I took up running as a hobby (and a good excuse to be outside) after moving to the West Coast. Having been running now for several years, I make it a point to do at least one half-marathon per year. I am also passionate about maintaining the natural beauty that exists in the Bay Area and spend time volunteering for conservation/preservation efforts. More recently, I have taken up sailing and have been working toward obtaining my “basic coastal cruising” certification.