Greer Smith, CFP®
How do I help our clients live a richer life?
I provide oversight and direction to our clients by formulating strategy and helping team members execute on our clients’ life plans. As our client’s Personal CFO, we help grow, protect, and transfer assets with disciplined advice aimed at helping them live a richer life. I feel strongly about my role as a fiduciary and have a passion for helping people. I specialize in investment consulting, cash-flow, tax mitigation, balance sheet management, leveraging company benefits, asset protection, charitable planning, and expert relationship management. Prior to joining Brighton Jones, I spent over ten years at Charles Schwab as a financial consultant, vice president, and private client consultant and three years as a financial advisor at Olde Financial Corp. I received a bachelor’s degree from the University of Washington in 1998 and obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2005.
How do I spend my time outside of Brighton Jones?
I like to spend time with family and friends, whether we’re kicking our feet up, taking on new projects, or staying in shape. I enjoy CrossFit, skiing, watching and coaching my kids in sports, and generally trying to keep up with life!