Jackie Prideaux, CFP®
How do I help our clients live a richer life?
Our mantra at Brighton Jones means something different to everyone. As an advisor, I seek to gain a deep understanding of our clients’ future goals and current lifestyles – what living a richer life means to them – then build and implement personalized plans. Those plans align our clients’ wealth with their values across the full spectrum of financial planning, including investments, taxes, executive compensation, retirement, estate planning, charitable giving, and private investments. I have the privilege of exploring what that looks like with each of the clients I work with. Sometimes that involves trade-offs, getting uncomfortable, and tough conversations. More often though, that involves celebration, watching goals become reality, and using fun modeling to see what’s possible.
Brighton Jones is a Registered Investment Advisor (RIA) and by extension, a fiduciary. In other words, I can rest my head at night knowing that the advice I give is truly objective, unbiased, and in the best interest of our clients. To top it all off, I serve those clients with the smartest and most caring group of people I have ever known.
Long story short: I love what I do.
How do I spend my time outside of Brighton Jones?
When I’m not roaming the halls of Brighton Jones, I enjoy spending time with my son Finnegan and fur-baby Bucket, being of service to others, and traveling near and far. I’ve enjoyed learning how to play tennis in recent summers, and in the winters you may find me on the ski slopes —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.