How do I help our clients live a richer life?
As a senior lead advisor, I work to support other advisors and make sure they have the tools and resources that they need to help our clients. I also have the privilege of working directly with clients, thinking strategically about their life plans and ensuring that our “one-team” approach provides them with total balance sheet advice and a remarkable client experience. Overall, my job is to listen—to both my fellow advisors and our clients—and support them in developing plans and executing their vision for a richer life.
How do I spend my time outside of Brighton Jones?
Outside of work, my favorite thing to do is spend quality time with my family. We have two kids who keep us busy, and we enjoy getting outside whenever we can. You will often find me out on a trail, running, biking, or hiking, and we love taking advantage of our incredible local parks. With any time left over, I enjoy time with friends and supporting the community.