How do I help our clients live a richer life?
I help our clients to live a richer life by acting as their Personal CFO. Although this role can vary by relationship, the underlying goal is consistent: helping to guide clients through complex processes and decisions so as to preserve and protect their accumulated wealth. Whether I am helping to craft comprehensive estate plans, developing a withdrawal strategy for paid executive compensation, or helping to map out the next phase of life, every plan is customized based on the legacy goals identified by the client. For me, building deep relationships with clients and becoming their trusted advisor has always been the most rewarding aspect of this profession.
How do I spend my time outside of Brighton Jones?
Spending time with my family or enjoying the outdoors are two of my favorite activities outside of the office. Hiking, skiing, golfing, running, cycling, or even a simple relaxed afternoon hosting a BBQ are all possibilities. Growing up in the Seattle area has taught me one valuable lesson: good rain gear is the key to enjoying the outdoors year-round. Living in Europe for three years fostered my passion for travel. Meeting new people and enjoying their cultures all while visiting some incredible locations have made for some truly rewarding experiences.