How do I help our clients live a richer life?
My greatest professional joy is helping our clients live richer lives by serving as their Personal CFO and guiding their financial and life planning needs. First I help our clients define what living a richer life means to them, then we work together to determine the best path to bring that vision into reality. Of course, life changes over time, so I ensure our clients’ financial plans continue to evolve with new priorities and dreams. A large part of my role is being a financial coach, in addition to a financial planner, which is one of my favorite aspects of this work. This, to my great satisfaction, is how I help our clients live richer lives.
How do I spend my time outside of Brighton Jones?
While the urbanite in me loves Seattle, nothing makes me feel better than spending time in wide-open spaces. My happy place is found in the woods or on the river, in my garden, or watching my son play and grow. Outside of work, I spend as much time as possible tending to my garden and its bounty, watching my quirky chickens, or baking a new kind of gluten-free, sugar-free treat. I’m inspired by the pursuit of passion and purpose and how we all uniquely define those for ourselves—not only with our finances but our time and gifts.