How do I help our clients live a richer life?
As the director of estate planning, I strive to help clients live a richer life by aligning their lifetime financial planning goals with the legacy they desire to leave behind for their family and community. I enjoy speaking with and educating clients about various techniques to preserve wealth from one generation to the next in a manner that minimizes taxes and emphasizes the personal goals of their family. I am committed to bringing value to clients by offering timely, strategic, and creative guidance to help clients create estate plans that address their specific needs.
How do I spend my time outside of Brighton Jones?
I enjoy spending time with my family and traveling as much as possible. We love exploring new places and different cultures together.