How do I help clients live a richer life?
As an advisor, I work closely with clients to help them define what is most important to them. For me, building deep relationships and becoming a trusted partner has always been the most rewarding aspect of my work. I’m incredibly proud to be part of a team that takes a holistic approach to financial planning and analyzes each facet of a client’s balance sheet. By partnering with our clients to develop a comprehensive financial plan, we empower them to focus on what truly matters to them in order to help them live a richer life.
How do I spend my time outside of Brighton Jones?
Outside of the office, I enjoy spending time with my husband Brandon and two children, Bennett and Graham. We love to do anything outdoors, which in Tampa means spending time on the water, cheering on our local sports teams (GO BOLTS!), and enjoying 300 plus days of sunshine a year. When I am not attending children’s sporting events on the weekends, I enjoy yoga, cooking, reading, and long walks with a great podcast. My passion for financial literacy extends beyond my work at Brighton Jones—I teach CFP® finance courses online as an adjunct professor at Southern New Hampshire University.