How do I help our clients live a richer life?
I am responsible for thinking strategically with our clients about their life plans and ensuring that our “one-team” approach provides them with total balance sheet advice. I am passionate about fulfilling our role as a fiduciary and believe that everyone deserves transparency in their results. I received a bachelor’s degree from Seattle Pacific University in 2000, joined Brighton Jones in 2004, and obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2005. It is my hope that I can help as many people as possible discover what living a richer life means to them!
How do I spend my time outside of Brighton Jones?
My time away from Brighton Jones is often filled with travel. I love spending time with my family at our condo in Chelan, WA or visiting my brother in San Diego, CA. I have friends to see once a year in Hawaii, Bend, OR, Las Vegas, and New York City. At home, I can be found at CrossFit or on the golf course and when at my home away from home, Seattle, I enjoy sitting behind the Mariners’ dugout for an evening ballgame or cheering on the Seahawks or Sounders at CenturyLink Field.