Katherine K. Burgess, CFP®

Lead Advisor | Seattle | 206.258.5155

How do I help our clients live a richer life?
As an advisor in the Seattle office, I believe that creating warm relationships is the key to helping our clients live a richer life. The Personal CFO experience that Brighton Jones creates for clients involves a tailored approach to each aspect of the client’s overall picture, and I relish the strong personal relationships that I get to form with each unique client. With the help of the entire Brighton Jones team, I know that we are delivering the best knowledge and service to our clients, enabling them to focus on their goals and aspirations.

How do I align my time and money with my values and passions to Live a Richer Life?
I deeply value relationships, and I am always looking for new learning opportunities. I focus my time on travel, volunteer work in the local Seattle community, and spending time with family and friends. I am lucky to be involved with finance committee work with some Seattle non-profit organizations. I can be found kayaking, biking, hosting a gathering, reading, or studying for a new educational class otherwise.