How do I help our clients live a richer life?
I’ve worked in financial services for over 15 years, with positions in sales, marketing, and management. But my passion lies in working directly with people and helping them achieve their financial goals. After a battle with stage 4 cancer almost 10 years ago, I learned very quickly the importance of living a richer life. My role as a senior client experience associate allows me to work alongside the unbelievably talented team of advisors and make sure that all of the details are handled seamlessly—from preparing for an upcoming client meeting to making sure that the funds a client set aside for their family vacation arrive when they expect them to. I feel extremely blessed to be a part of a team that sits beside its clients and empowers them to make financial decisions, which in turn helps them live a richer life.
How do I spend my time outside of Brighton Jones?
My husband and I have been blessed with our daughter Blair, recently adopted dog Dixie, and our three chickens, who keep us very busy! We love spending time on the water whenever the sun is shining, working on home improvement projects, and cheering on the Seahawks and Huskies as soon as football season starts. I grew up here in the PNW, in the heart of Woodinville wine country, and spend a lot of time with my extended family. When I have the time, I pretend to be a runner and try to take a dance class every now and then.