How do I help our clients live a richer life?
I help clients live richer lives by being their personal advocate as they navigate the ins and outs of financial planning. As a client service associate, my goal is to help make what are ordinarily complicated or frustrating tasks worry-free, in addition to building relationships with clients and colleagues, and providing exemplary customer service. I’m excited to be part of a team that puts their clients’ interests first and truly helps them live richer lives.
How do I spend my time outside of Brighton Jones?
Outside of Brighton Jones, I enjoy getting outside as much as possible, whether that’s hiking in the summer, skiing in the winter, or just a walk in the park with my family’s dogs. Reading is one of my biggest passions—you’ll often find me reading several books at one time—in addition to tinkering around on the piano and traveling as much as possible. Recently, I spent a year living and studying in Taipei, Taiwan, and I love finding every opportunity I can to speak Chinese.