How do I help our clients live a richer life?
As a personal CFO, conversations with clients go much deeper than dollars and cents. Advising clients from an unbiased perspective, in a way that really digs to the root “why,” as opposed to the usual “what” and “how,” is an incredible process that I get to be a part of. Advising around investments, company benefits, tax mitigation, etc. are all a part of being a good advisor. But a great advisor and personal CFO always brings it back to the “why.”
How do I spend my time outside of Brighton Jones?
Outside of work, most of my time is spent enjoying everything the great Pacific Northwest has to offer with my family and friends. I live in Camas with my wife Merissa and two daughters, Anna and Evelyn. Getting outside takes priority on the weekends and usually has something to do with hiking, fishing, or snowboarding. If the weather isn’t conducive, we usually break out the card games and root for the Seahawks.