How do I help our clients live a richer life?
As a part of the client service team, I get the opportunity to not only help clients clarify their goals, but also create a plan to reach them. My goal is to help clients reduce the stress around their financial plan and truly enjoy the fruits of their labor. At Brighton Jones, we strive to help clients live a richer life and it is a joy to be a part of the team that allows clients to do just that. I graduated in 2007 from the University of San Francisco with a major in finance and a minor in legal studies; and received my Certified Financial Planner™ designation in 2014.
How do I like to spend my time outside of Brighton Jones?
Outside of Brighton Jones, I enjoy going to concerts, local festivals, and spending as much time as I can with family, friends, and my two dogs, Buddy and Olive. If I do find myself with a bit of spare time, I will most likely be found at the beach enjoying the beautiful California coastline.