How do I help our clients live a richer life?
As a client service associate, I directly support our lead advisors and managers in ensuring each client’s goals are met efficiently. I enjoy helping to make sure that our customer service standard is met each day and take pride in being part of an organization that holds itself to such a high standard. Because no two clients are the same, I am consistently collaborating with different team members to help clients lead a richer life.
How do I spend my time outside of Brighton Jones?
When not working, I can be found exploring San Francisco. I enjoy running in Golden Gate Park, hanging out with friends, and partaking in karaoke. I am originally from Southern California and find myself at the beach down south to escape the cold San Francisco summers. My absolute favorite thing is to travel, and I try to leave the country once a year if time permits.