Katy McDonald, CFP®
Advisor | Portland | 503.594.7402
How do I help clients live a richer life?
To help clients live a richer life, my goal is to foster and deepen a relationship with each client to hone in on what their passions and personal goals are. Once these have been outlined, together we can create financial goals to help them live life to their richest capabilities.
How do I spend my time outside of Brighton Jones?
Outside of Brighton Jones, I can be found on a hike or backpacking trip with my friends and my dog, Digby.