How do I help our clients live a richer life?
I mainly support our firm’s Business Development team. We take an individualized and highly tailored approach to each and every new client to help them live richer lives. I see to it that excel data sheets and Monte Carlo simulations get polished and designed so that they can better be visualized as tangible dreams. My favorite part of my job is finding the right pictures for our client presentations—I love being able to add a personal touch and integrate our client’s personalities into their finances.
How do I spend my time outside of Brighton Jones?
Outside of Brighton Jones, I usually split my time between playing banjo in my bluegrass band “Evergreen Shakers” and working on my Harley Davidson. I have played music for a majority of my life and have been picking a banjo for about five years. With a few recent modifications, my banjo case fits on the back of the Harley and can get me to the various gigs my band plays around Seattle.