How do I help clients live a richer life?
I work to build relationships with our partners and introduce clients to their advisory teams. Helping clients align their resources with their passions and purpose starts by fostering a deep relationship, and I’m the first touchpoint along that journey. My goal is to inspire our partners and new clients on the value of the Personal CFO model and broader financial wellbeing.
How do I spend my time outside of Brighton Jones?
I like to spend time getting outdoors. My partner Audrey and I enjoy hiking and canoeing. We love trips to the Boundary Waters here in Minnesota each fall to catch the leaves changing. I’m also an avid reader. I tend to stick to the most exciting topics—contemporary economics and finance literature. I also volunteer on the board of NAMI Hennepin County to provide peer support groups and resources for those affected by mental illness in my community.