How do I help our clients live a richer life?
By assuming the role of Personal CFO for our clients, my goal is to allow each individual to define what living a richer life means to them. No two client’s needs are the same, which is my favorite part of this job. I enjoy learning about each person’s unique situation and providing customized solutions to help achieve their goals. My goal is for every client to fully understand and have peace of mind in their plan. I received a bachelor’s degree from Washington State University and obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2014.
How do I spend my time outside of Brighton Jones?
I’m passionate about giving back to the community and recently served as a board member and treasurer for the Sonoma Valley Mentoring Alliance. I moved back to Seattle after eight years in San Francisco so I’m getting reacquainted with the city and exploring lots of wineries, restaurants, and golf courses. I enjoy traveling and recently planned a 12-week adventure through southeast Asia.