How do I help our clients lead a richer life?
As an advisor, I work closely with clients to create a financial plan to enable them to feel more in control of their future and give perspective on their goals. This type of work is a dynamic, ongoing process and I offer guidance and support when life throws curveballs or during times of transition such as a new job, college planning, retirement, estate planning, etc. I find it extremely rewarding to work together with clients to develop a deep understanding of their needs so that I can offer sound advice and give them peace of mind with regards to their financial future.
How do I spend my time outside of Brighton Jones?
Both my husband and I are from Seattle and are fortunate in that most of our extended family is still in the area. I enjoy our (large!) family get-togethers, spending time with friends, and any time I can get with my recently launched daughters. Summer time off includes biking, walks with friends, paddleboarding at Hood Canal, hiking, and generally trying to get outdoors as much as I can. During the winter we try to plan escapes to Palm Springs to catch some much-needed sun. I am also known to be the travel agent in my family, and love to plan annual family trips.