How do I help our clients live a richer life?
I help clients understand what creative options are available to them regarding tax and estate planning. Since tax planning becomes more complicated as a client acquires more wealth, I work with individuals and families to take things off their plate. Over my 13-plus years as a CPA, my favorite part of my job is getting to know someone beyond what their tax return says about them. The relationship with a CPA is a very personal partnership, and I strive to be the best partner I can be. In practice, that may mean getting to know multiple generations of their families, walking them through the complicated process of filing an estate return for a beloved family member, delivering tax returns to their homes, or attending events for their favorite charity.
How do I spend my time outside of Brighton Jones?
Travel, exercise, music, sunny beaches, and friends/family are my passions. When I’m in Portland and not at work, I am probably eating, exercising, or hanging out with my friends. I am a BurnCycle fanatic, and also love yoga and Barre classes. I’m really into healthy organic food, and you’ll often see me with a green smoothie or juice. I like to think the healthy food offsets my crazy addiction to Spicy Nacho Doritos and chocolate. I also enjoy attending social and charitable functions. I make full use of all of our vacation days, at which time you can find me somewhere sunny or overseas exploring a foreign country. Most recently, I learned to surf in Bali! My next vacation is a sailing trip around the islands of Croatia.