How do I help our clients live a richer life?
In collaboration with my amazing team in Scottsdale and everyone at Brighton Jones, I help our clients live a richer life by providing efficient, thoughtful, and proactive service. Brighton Jones has the unique opportunity as clients’ Personal CFO to build strong, successful relationships. By listening to the client’s goals and understanding their retirement dreams, we can create personalized financial plans. As a client service associate, my goal is to help make what are ordinarily complicated or frustrating tasks worry-free, all the while providing exemplary service. My role in the planning process is to handle the operational components to make the client experience as convenient and efficient as possible. I’m lucky to be part of a team that puts the client’s best interests first and truly helps them live richer lives.
How do I spend my time outside of Brighton Jones?
Outside of work, I spend most my time being active. I love to push myself to the limits athletically, whether I’m running or hiking in the beautiful Arizona desert, cycling, or dancing. I enjoy traveling with family and friends, and hope to one day explore every continent. As a die-hard Arizona Cardinals football fan and a former NFL cheerleader, I find myself battling a lot of Seahawks fans in the office, but can hold my own on game day or in any fantasy football league! In my spare time, I volunteer with various organizations throughout the valley and teach dance. Recently, I’ve taken up the challenge of learning to cook, and enjoy honing my culinary skills for dinner before curling up and watching a great movie or reading a new book series.