How do I help our clients live a richer life?
As a CFP with over 18 years of experience, I work with clients to help them determine their goals and develop a plan to achieve them. I especially enjoy the personal relationship we have with our clients and sharing of mutual interests. Going through life events alongside our clients is challenging, incredibly rewarding, and a sign of the trust placed in our teams.
I’m a proud graduate of Seattle University’s accounting program, where I benefited from a strong Jesuit education and service mentality. I’m also a member of the Financial Planning Association of Puget Sound, where I stay current on industry practices, and Mothers in Finance, where I enjoy networking with my peers.
How do I spend my time outside of Brighton Jones?
My free time is primarily spent with my husband, Casey, and our two daughters, Avery and Allie. We live in Seattle’s Columbia City neighborhood, where we enjoy walking to lots of great restaurants and stores and exploring our local parks and farmers market. I’m a former board member and past president of the Program for Early Parent Support (PEPS) and remain passionate about supporting new parents. I’m currently active in the Kimball PTSA, where our kids attend school. With any remaining “free” time, we try to catch movies or plays (Seattle Children’s Theatre and the Paramount are top choices!).