How do I help clients live a richer life?
Working with people to achieve their life goals is an absolute privilege. Understanding investments and economics are only a part of what we do. As a Personal CFO, understanding people’s needs, goals, and desires, in tandem with financial planning and management, is key to how we can advise and guide clients to live the richest life they can. I am grateful to be in a position to help others feel a little more at ease with their financial future, all the while giving them the mental space they need to live a richer life.
How do I spend my time outside of Brighton Jones?
Outside of work you can find me reading books, trying new recipes, or tinkering on my car. I genuinely love the little things in life, but I also experiment with new hobbies all the time.