How do I help our clients live a richer life?
As a client service associate, I help drive the tactical execution of our clients’ overall financial plan. I love that every day involves different tasks—whether it is managing paperwork, reviewing estate documents, or placing trades—I am working with our teams to proactively help our clients reach their goals. I’m always looking for ways to make our processes more efficient and deliver convenience to our clients. As a graduate of the University of Washington, I received my bachelor’s degree in psychology while working full-time at Washington Mutual, where I spent 10 years delivering exceptional client service in a retail branch.
How do I spend my time outside of Brighton Jones?
I live in Bothell with my husband Tim, our adorable daughters, Reagan and Lauren, and Bernese Mountain Dog (and first daughter) Lofa. Both born and raised in the Seattle area, we love spending as much time as possible in our beautiful surroundings with our family and friends! We love camping, hiking, and are huge Seattle sports fans.