How do I help our clients live a richer life?
To enable clients to live a richer life, we begin by identifying their unique goals through an efficient, values-based process. Once we’ve identified what we’re working toward, we create a comprehensive plan, assist in implementing strategies, and track progress to ensure success over their lifetime. Each new season brings opportunities to plan for the unexpected and navigate changes. It is fun to seek creative solutions in a collaborative environment at Brighton Jones. I consider it a privilege to team with clients as their Personal CFO and encourage them to 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 (Ben), two children (Addie and Will), and our chocolate Lab (Patton). We love to explore the Pacific Northwest, attend our kids’ activities, read books, and play games. On my own, I like to go to yoga classes, run, and experience our city’s incredible restaurants with friends.