How do I help clients live a richer life?
As a Personal CFO, my hope is to be a partner for our clients to help them achieve their goals, both personally and financially. Each person has a different definition of what living a richer life means to them and one of my favorite parts of the job is working closely with clients to define this. We help individuals and families distinguish their passions in life and ensure that their finances are aligned with what’s important to them. What I find most fulfilling about my profession is the relationships built with clients. The better I understand the people I work with, the better I can help meet their needs. I have a strong passion for helping people maximize their financial situation and overall wellbeing. I’m proud to be a part of a firm that shares these values.
How do I spend my time outside of Brighton Jones?
Outside of the office, you can find me on an outdoor adventure with my dog, watching sports (GO GATORS!), and trying new (preferably spicy) foods. When I’m able to get away, the two things that light my fire the most are traveling to experience different cultures and, despite being from Florida, skiing.