How do I help our clients live a richer life?
It is my joy to genuinely understand the unique needs of individuals and families in reaching their lifetime goals. I am the concierge in the wealth advisory process, presenting our Personal CFO approach, introducing an advisor and service team to implement life plans. With Brighton Jones, you have a multifaceted resource for financial issues from investment management, tax and estate planning, retirement planning, company benefits, managing equity and deferred compensation, education funding, insurance planning, and beyond. I bring a background in financial planning and alternative investments, and I am passionate about working with individuals and families to provide creative advice to help them live richer lives.
How do I spend my time outside of Brighton Jones?
I live in Seattle, Washington with my husband and two boys. We are soccer fans, both of professional and youth soccer. We love to hike in the Northwest, are actively involved in community events, and serve on the boards of Childhaven, Operation Nightwatch, and Scouts BSA.