How do I help our clients live a richer life?
The search for happiness, fulfillment, and financial freedom is a noble—and sometimes daunting—pursuit. As an advisor at Brighton Jones, my utmost goal is to allow our clients to define what living a richer life means to them and, in turn, provide the execution and discipline to get there. I believe strongly in fulfilling our role as a fiduciary, but I am also proud that our aim goes beyond the numbers. By taking time to thoroughly get to know clients and understand both their hopes and fears, we strive to build trusting, strong relationships. Those relationships and figuring out the most effective, creative solutions are the best parts of my job. I received a bachelor’s degree from Marquette University and obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2015.
How do I spend my time outside of Brighton Jones?
My primary callings outside the halls of Brighton Jones are being of service to others and traveling near and far. I am a tutor and board member for a local nonprofit and am also involved with United Way and a variety of other causes. I enjoy getting outside to experience the beautiful Northwest or visiting a local mountain where I pretend to know how to ski—unless, of course, it interferes with watching the Green Bay Packers. Prior to working at Brighton Jones, I spent two years in Senegal, West Africa as a Peace Corps volunteer. That experience solidified my love of travel, culture, and giving back. I hope to continue to weave volunteering into my life and cross things off of my travel bucket list in the years to come.