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?
My husband Phuong and I live in Seattle and love to explore all the Pacific Northwest has to offer. We enjoy trying new restaurants, wine tasting, hiking, and traveling. I also serve on the finance advisory board at Washington State University and am particularly passionate about getting more students interested in financial planning as a career.