How do I help our clients live a richer life?
When I was a kid, my family relied on our neighbor and financial advisor Jim for trusted counsel on matters such as tax, investment planning, and college funding. By following his straightforward and sensible advice, my parents were able put both my sister and I through college, and are now enjoying their financial independence in retirement. It was clear to me early on that I wanted to have the same positive impact on others that Jim had on my family. Today, I’m fulfilling this goal at Brighton Jones. I serve as our client’s trusted advisor within our diversified team of tax, estate, and investment management professionals.
How do I spend my time outside of Brighton Jones?
I like spending time with my family and friends. My wife Suzanne, a neonatal nurse at UC San Francisco, has all the qualities anyone could ask for in a life partner. We reside in Mill Valley, CA and have three children, Audrey, Thomas, and Elizabeth. I volunteer for the Boys and Girls Club of Southern Sonoma and Marin. I run a few select routes around Mount Tamalpais and occasionally get out on the golf course.