How do I help our clients live a richer life?
I help clients live a richer life by first helping them define what that means to them personally. Every client is different, so we want to make sure we’re pursuing what’s important to them. I then use my skills and experience to create a customized financial plan aligned with their goals and aspirations. By acting as the client’s Personal CFO, we look at their total balance sheet to make sure we are uncovering every opportunity to get them to where they want to be.
How do I spend my time outside of Brighton Jones?
The time I enjoy most outside of work revolves around my family and friends—nothing makes me happier than cooking and sharing a good meal with them. I also like to get outdoors with my wife and two young boys to explore the surrounding areas.