How do I help our clients live a richer life?
Brighton Jones’ culture embodies the mission of helping clients live a richer life. When you are a Personal CFO it opens the door to more powerful and connected relationships with our clients and their families. People come to us with past experiences, existing knowledge, and—most importantly—goals for the future. The resources and tools at Brighton Jones enable us to provide unlimited possibilities on how we can positively impact their life plan. I enjoy helping our clients with tax-saving strategies, being the architect of their estate and legacy plan, and managing their assets to meet cash needs goals. Best of all is when we help define what a “richer life” means to them.
How do I spend my time outside of Brighton Jones?
If there’s an opportunity to be outside with friends and family, especially my wife and two boys, I’ll take it. Cycling, golfing, hiking, running, and skiing are all activities I enjoy when I’m not working. I secretly aspire to be a master chef—maybe someday. I enjoy volunteering my time at several non-profit organizations in the Bay Area. What excites me most is travel. The experiences you have and people you meet along the way create the best memories.