How do I help our clients live a richer life?
I love connecting with people in deep and meaningful ways on any aspect of life that is foundational. Money isn’t everything, but it is a powerful tool that can help unlock possibility and potential. As the financial wellbeing manager, I have the honor of being the first point of contact for prospective clients, getting to know them and their unique needs before connecting them with a Personal CFO team. The Brighton Jones approach is all about aligning passions, purpose, and wealth to help clients live a richer life, and I love being a part of that exciting process from the very beginning.
How do I spend my time outside of Brighton Jones?
I am a total foodie and love trying or exploring anything food-related, whether entertaining (pre-COVID!), trying new recipes, or taking cooking classes. I have an insatiable curiosity, so I also enjoy reading, learning, and traveling. I am always up for adventures and trying new things.