How do I help our clients live a richer life?
In my role, I represent Brighton Jones as the first step in the relationship-building process. I enjoy getting to know each and every prospective client and try to truly understand what is most important to them, both financially and personally. Establishing a connection and articulating how our Personal CFO services can help them achieve their lifetime goals creates a level of trust that builds over time. Trust is at the core of our firm’s culture, and it’s how we help our client’s live richer lives every day.
How do I spend my time outside of Brighton Jones?
My life outside of Brighton Jones is all about family. My wife Maureen and I have two teenage boys who keep us very busy with travel baseball and numerous other activities. As beach people, we are blessed to have a family house in the Outer Banks of North Carolina, where we enjoy visiting with family and friends.