How do I help our clients live a richer life?
After spending the beginning of my career at a large public accounting firm, I believe that combining tax and financial planning services is the best way to holistically serve our clients. By working hand-in-hand with our Personal CFO team, I can be proactive in tax planning and make our clients’ goals the top priority. With our client’s financial picture fully visible, we can ensure that we are helping our clients live a richer life.
I have focused my entire career in individual, trust, gift, and estate taxation, as well as charitable planning. I earned my bachelor’s and master’s degrees in taxation from Gonzaga University.
How do I spend my time outside of Brighton Jones?
With my wife being a food blogger, I’ve turned into a bit of a foodie. We spend a good amount of our time checking out new restaurants and breweries in Seattle. We also love to travel and eat our way through all the hole-in-the-wall restaurants we can find. When we are at home, we are usually out with friends or hosting them at our house for dinner.
I love all sports, both playing and watching. If I had to pick the one thing I’m most passionate about, it would unquestionably be Gonzaga basketball. One of my bucket list items is to travel to every final four tournament they play in. One down, hopefully many more to go.