How do I help our clients live a richer life?
Each day is a new opportunity to help clients align with their financial goals and life requirements to live a richer life. By thoughtfully and uniquely crafting investment plans, I am able to aid clients to achieve their financial goals. It is my goal to act with urgency and be there for all of our clients. I am driven to grow in my profession by being presented with complex scenarios and enjoy taking different approaches to meet clients’ respective needs. I like to be challenged and think out of the box to align clients with their financial goals. Our beyond the balance sheet approach aids individuals in finding financial peace of mind. I am extremely grateful for the opportunity to develop genuine personal relationships and have a positive impact in our clients’ lives.
How do I spend my time outside of Brighton Jones?
I enjoy an active lifestyle that involves boating, golfing, skiing, and other sports. When the weather permits in Portland, I also love to spend time in the sunshine. During colder months, I have a passion for cooking and trying new restaurants in the Portland area with my family and friends.