How do I help our clients live a richer life?
As a client service associate, I am responsible for supporting our associate and lead advisors in the management of client accounts and providing outstanding customer service on a day-to-day basis through attention to detail, organization, and mindfulness when it comes to client onboarding and implementation, as well as continuing to foster relationships throughout the process. Having a background in finance has helped me add value to our team and build trust with our clients. I take pride in being part of a company that values the importance of building relationships and sets such high standards for client satisfaction.
How do I spend my time outside of Brighton Jones?
My wife and I recently moved to Seattle from Denver, but I am originally from Michigan and thus a huge Detroit sports fan. When I’m not at work, I enjoy being outside and staying active whether that means training for a half marathon, playing in any rec sports leagues, or taking the dogs to the park with my wife. Since the weather doesn’t always allow for such activities I’ve taken on a new hobby of brewing beer, which quickly balances any outdoor activity. I am enjoying exploring Seattle and I’m excited about putting down roots with a great company in a great city!