Meet Your Team

As the Lead Advisor in our Atlanta Office, I enable clients to make informed, goal aligned...

As a Lead Advisor, it brings me great satisfaction to provide peace of mind throughout lif...

With my experience, I can help our team with many technical difficulties they may face dur...

My goal is to help clients understand their options, weigh the tradeoffs, and design finan...

I am fully committed to understanding and helping clients create a strategy tailored to th...

My role is to establish a disciplined process to take clients from where they are to where...

As chief operating officer, I align resources to ensure that we can execute our company st...

I work closely with our team to empower our clients to live a richer life by aligning thei...

I believe that collaborative tax and financial planning is the best approach to help maxim...

I tell stories that shine a light on Brighton Jones clients living a richer life

I work with a team of Brighton Jones professionals who help clients make informed decision...

I help clients Live a Richer Life® by aligning their financial goals with personal values,...

My goal is to ensure the entire Brighton Jones enterprise is operating in a healthy financ...

I strive to understand each client’s goals, values, and aspirations, then work with my tea...

I am deeply committed to helping clients align their financial goals with their core value...

When it comes to my role, I take pride in doing all I can to help clients handle all aspec...

I chose this profession because it is rewarding to help people achieve their goals both pe...

At Lenora Capital, we build private investment solutions and engage interested clients to ...

I empower others to live richer lives by equipping them with the tools and confidence need...

As our client’s Personal CFO we blend strategic oversight, fiduciary responsibility, speci...

As an advisor, one of my goals is to become a trusted partner for our clients, guiding the...

As the chief investment officer, I am the researcher of ideas, the filterer of information...

As a part of our Keep People team, my goal is to connect with each of our employees and he...

I strive to build meaningful relationships and understand what living a richer life means ...

We help companies manage and monitor the retirement plan offered to employees, and partner...

I love what I do and the families I do it for. I’m grateful for the relationships I have w...

As an administrative partner, my heart strives to provide exceptional service through the ...

I help our clients live a richer life by being an instrumental part of their tax and finan...

I work closely with them and our planning teams to create, execute, and monitor a customiz...

I work closely with our service teams, in-house experts, and business lines to ensure that...

I have the distinct pleasure of helping to lead the recruiting effort for Brighton Jones, ...

I enjoy being part of a team that helps people align their finances with both their person...

I help clients Live a Richer Life® by taking something that often feels overwhelming — mon...

I work to connect the dots for our teams to ensure the client experience exceeds expectati...

With 20+ years of experience working directly with clients, I enjoy putting creative strat...

I provide the organization with the most up to date and accurate data that reports on past...

As an advisor, my goal in helping clients is to make sure that they feel heard. By doing s...

I work with companies to help elevate their retirement plan benefit and introduce financia...

I’m passionate about building valuable relationships with clients and learning about what ...

I help Brighton Jones connect with current and future clients by automating our communicat...

As part of the Personal CFO team, I work closely with our advisors and client service asso...

I help our clients live richer lives by working in the background on all of the important ...

I enjoy making tax planning and compliance approachable and building personal, long-lastin...

I enjoy helping our clients with tax strategies, being the architect of their legacy plan,...

To me, it’s about helping others align their financial decisions and education with their ...

I am passionate about helping clients thrive in all aspects of their lives.

I help clients live a richer life by working to provide them with peace of mind

I have the opportunity to work with individuals on determining and executing a wealth stra...

As an advisor, I understand financial decisions can be very overwhelming. My goal is to si...

As vice president of finance, I help manage the financial resources of the company through...

I help clients Live a Richer Life® by starting with their why — the relationships, experie...

My mission is to simplify financial complexities and guide clients through personalized st...

I believe wealth management should be about more than growing and protecting wealth.

My goal is to help clients achieve their vision of financial freedom by working alongside ...

As an advisor for Brighton Jones, my primary responsibility is to make sure that all the a...

I help clients live a richer life by cultivating peace of mind around their financial life...

I advise and educate Brighton Jones clients on how to align their passions with strategic,...

When we navigate life with a people-first mindset, we make values-aligned decisions that d...

My expertise allows those to truly carry out their life passions and focus on what is impo...

My goal is to create leverage by being a key resource for Brighton Jones and our clients.

I collaborate with our team as we build relationships with individuals and families.

I develop meaningful relationships with our trusted partners to identify opportunities to ...

I assist the accounting and finance team to process data across the firm.

I take pride in knowing that streamlining these processes creates more time for our client...

I see every client interaction as an opportunity to build a connection anchored in uncover...

I love building trusting relationships with clients and seeing them live out their unique ...

I help clients live a richer life by providing exceptional service through building truste...

I hope to make our clients feel comfortable as soon as they walk in the door.

I support the three pillars of Impact at Brighton Jones: Philanthropic Advising, The Riche...

I understand that each client’s financial plan is different, and I work to ensure that the...

As a Richer Life Business Partner, I empower our #OneTeam to develop healthy and meaningfu...

I help clients create and sustain a life that supports their passions and values by first ...

I strive to help my clients live richer lives by aligning their wealth with their personal...

As a team, our tax advisory group provides our clients with good solutions to their tax, c...

Coming from a developing country taught me the importance of securing one’s assets and bui...

I’m passionate about building relationships with clients and giving them peace-of-mind

I’m thrilled to greet clients in our Seattle Office and ensure they feel comfortable and s...

We facilitate the process of matching our prospective clients with a service team that wil...

I aim to build trusted relationships, taking the time to understand each client’s specific...

I have the opportunity to assist our clients with setting up, maintaining, and navigating ...

By providing assistance with kindness and courtesy, to clients and the team alike, I hope ...

I help clients Live a Richer Life® by understanding clients unique goals and circumstances...

I help clients align their wealth with what truly matters.

I am committed to having a holistic understanding of each client’s unique passions and asp...

I help clients Live a Richer Life® by ensuring they feel secure and supported.

As the people operations manager, I have the privilege of supporting our People Team in al...

My goal is to foster a collaborative environment where everyone’s ideas and expertise are ...

I provide oversight and direction to our clients by formulating strategy and helping team ...

My work supports the advisors and teams who work directly with clients, giving them confid...

As a Lead Advisor at Brighton Jones, I support clients by giving them peace of mind and th...

With a background in ncome taxes and internal auditing, I use my diverse skills to help th...

I strive to make a positive impact by establishing genuine connections with our clients an...

I take great pride in serving as a fiduciary for our clients.

I am focused on developing and implementing efficient processes to improve client investme...

My mission is to serve as a trusted partner in helping clients make smarter, values-based ...

As an advisor, I seek to gain a deep understanding of our clients’ future goals and curren...

I believe in empowering my clients to achieve their unique vision of a fulfilling life.

As Managing Director of our San Francisco office, my goal is to provide support, clarity, ...

As an advisor at Brighton Jones, I help clients live a richer life by assisting them in th...

I help our clients live a richer life by building strong connections, ensuring their needs...

As an advisor, I’m determined to build valuable relationships with clients and find the li...

I help clients gain clarity from confusion around their real estate problems.

Although my role can vary by relationship, the underlying goal is consistent: helping clie...

For me, building deep relationships and becoming a trusted partner has always been the mos...

I strive to build strong and genuine relationships with our clients in order to assure the...

I get to support our team in the pursuit of happiness and continuous growth to reach their...

As part of the Brighton Jones Personal CFO team, I partner with clients to help define wha...

As a lead advisor in our Washington, D.C. office, I help to service our clients on the Eas...

I translate complexity into thoughtful strategy, so clients can move forward with clarity ...

I help ensure every client interaction with our brand feels consistent, thoughtful, and re...

I work as my client’s Personal CFO to help them understand their current and future financ...

I help our clients Live a Richer Life® by partnering with our advisors and teams to design...

Joe Volcheck serves as an advisor in Brighton Jones’ Denver office.

As an advisor at Brighton Jones, I work with clients to develop thoughtful and encompassin...

As a Senior Tax Associate, I work with the rest of our tax team to provide value to our cl...

My role spans across audience segmentation, automation, branding, digital media, events, m...

I help clients live a richer life by building authentic relationships rooted in trust, int...

I support and encourage clients to embrace the big picture, focus on the whole person, and...

I bring people together, educate them on important financial and wellbeing topics, and cul...

The reason I love my job is that we provide guidance on real-world situations that affect ...

As a member of the Personal CFO team, I have the privilege of working closely with clients...

I work with our dynamic team that prioritizes the growth of the company to positively impa...

My goal is to be able to provide our clients with a approach to wealth management that all...

I help clients live a richer life by working with them to develop a strategy that best ali...

I help clients live a richer life by fostering trusted relationships, delivering exception...

I work closely with our advisors to develop and nurture relationships with individuals and...

I work alongside a team tasked with developing, implementing, and monitoring financial pla...

Each new season brings opportunities to plan for the unexpected and navigate changes. It i...

As a Business Development Specialist, I match prospective clients with our talented Adviso...

I know that we are delivering the best knowledge and service to our clients, enabling them...

My goal is to provide thoughtful guidance and the right tools so individuals and families ...

To help clients live a richer life, my goal is to foster and deepen a relationship with ea...

By assuming the role of Personal CFO for our clients, my goal is to allow each individual ...

I work within the Compliance and Legal department to support different Operations teams by...

I find true joy in helping others achieve their goals and aspirations.

I enjoy building relationships with candidates, helping find the best role for them and ch...

My main goal is to assist our clients to reach their financial ambitions through aligning ...

I ensure that our team is able to support each individual’s specific needs.

I am grateful to work alongside a team dedicated to delivering exceptional service to clie...

I am responsible for thinking strategically with our clients about their life plans and en...

I bridge the gap between business strategy and people operations, supporting leaders in al...

As an advisor, I work closely with clients to create a financial plan to enable them to fe...

I help clients identify and achieve vocational freedom, a key point along their journey to...

I help clients live a richer life by leveraging data to drive improvements in products, se...

I am passionate about bringing financial planning to more families, so they can benefit fr...

I am dedicated to providing exceptional service and fostering trusted relationships with o...

Lauren Mercer serves as an advisor in Brighton Jones’ Washington, D.C. office.

I help our clients by giving them their time back to pursue activities that bring them pur...

I take great care in providing exceptional service to our clients while building long-term...

I bring my personal drive and passion to my position as a tax manager to help clients with...

I help our clients by showing how their unique experience can be elevated.

I think that the most rewarding part of my role is helping others learn about Brighton Jon...

I empower our clients to live richer lives by providing automation and data solutions to o...

I’m passionate about helping clients feel at ease and relieving them of the stress that co...

I am committed to fostering strong relationships with clients to understand the values and...

As the operations manager for the Southwest region, I strive to create strong relationship...

I help clients live a richer life by giving them the peace of mind to focus on the present...

I offer more people the opportunity to join our community and live richer lives via medium...

I help clients live a richer life by helping them achieve their goals through organization...

I’m excited to build relationships with our clients so that I may better understand their ...

I help client’s live a richer life by leveraging a passion for helping others and a passio...

As chief revenue officer, I have the privilege of helping our teams drive growth across al...

Whether navigating change, planning for the next chapter, or building long-term wealth, my...

As an Operations Manager, I work closely with clients and colleagues at Brighton Jones and...

I listen with empathy and respect, ensuring clients feel heard, valued, and supported.

As the director of estate planning, I strive to help clients live a richer life by alignin...

I help our clients live a richer life by ensuring that they’re receiving the most relevant...

As a Certified Financial Planner™ with over 20 years of experience working with hig...

As the Director of Portfolio Strategy, I work with our team to develop the most efficient ...

I partner with clients in all aspects of the financial planning process to help ensure the...

As the Managing Director of OpenPlan, I work to support other advisors and make sure they ...

I work with our leadership team and across business lines on initiatives that accelerate o...

By working closely with clients to define their unique vision of a Richer Life, I utilize ...

As an Advisor on the Personal CFO team, it is incredible fulfilling spending my day-to-day...

As the Senior Payroll and Benefits Manager, I help support our human resources department ...

As a CFP with over 18 years of experience, I work with clients to help them determine thei...

I help our clients live richer lives by making sure our brands reflect what matters most t...

By working hand-in-hand with our Personal CFO team, I can be proactive in tax planning and...

I serve as the Personal CFO for a select number of successful families. We use a consultat...

I love helping our clients through all phases of their financial journey so they can focus...

I help connect prospective clients to our team of trusted advisors. I love building relati...

I build frameworks and governance models that enable clarity, accountability, and executio...

I am dedicated to steering them towards their financial goals

My focus is on building products that deliver remarkable experiences for our clients and d...

I help our clients live a richer life by ensuring the financial operations of Brighton Jon...

I have worked directly with high net worth individuals and families for close to 25 years....

I make sure that the behind the curtain systems needed by our advisors are running.

As a part of the Technology team, I help enable various teams at Brighton Jones to operate...

I enjoy connecting people to their passions and helping clients live their best life in ou...

I strive to understand clients’ goals beyond the balance sheet, and bring joy and communit...

As an advisor, our team gets to help clients through every phase of their financial journe...

I help clients live a richer life by making their finances feel more approachable and alig...

I enjoy building strong relationships with my clients to better understand what is most im...

I partner with the team here at Brighton Jones to build customized plans that will meet ou...

I take a holistic and comprehensive financial planning approach with collaborative process...

As a CPA, I help uphold the trust our clients place in us by ensuring their invested capit...

I help clients live a richer life by tailoring comprehensive financial strategies to their...

I have the incredible opportunity of working with a team of individuals who are dedicated ...

I help clients Live a Richer Life® by focusing on their values, passions, and interests.

My goal as an advisor is to make the complex simple and give our clients financial confide...

I aim to empower our clients with the knowledge and investment access to create greater di...

Through strategic data insights and a values-driven approach, I empower my teammates and i...

My role at Brighton Jones is to support all of the users with their computer, network, and...

My role is to help clients bridge the gap between where they are and where they want to be...

I work across the platform to support an ecosystem that can foster tailored access to priv...

By thoughtfully and uniquely crafting investment plans, I am able to help guide clients to...

I empower our teams at Brighton Jones with best-in-class automation, integrations, and sof...

I love helping clients live a richer life by building meaningful connections—with themselv...

As a member of the Growth and Operations team, I work with potential clients as they get t...

I strive to actively listen and understand what matters most to build thoughtful strategie...

I help our clients Live a Richer Life®️ by building meaningful relationships rooted in tru...

By managing budgets thoughtfully and creating operational clarity, I support a healthier, ...

I help clients live a richer life by aligning their passions and values with their financi...

I help our clients live a richer life through helping ensure that we meet tax compliance f...

I have the privilege of working with an exceptional team to help clients enrich their live...

I have the opportunity to build strong relationships with our clients and provide support ...

I aim to guide clients in every aspect of their lives, helping them to achieve their goals...

I rely on my strong foundation in communication, organization and problem solving to ensur...

I support an enthusiastic team that works to build new client relationships by understandi...

I get to help our team leaders and people managers bring our strategies to life, ensuring ...

I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...

As Chief Corporate Development Officer, I have the privilege of leading an incredible team...

I help our clients live a richer life by crafting and executing plans that achieve their p...

My goal is to build relationships, add value, and deliver optimal results in the areas of ...

I strive to take stress off of clients so they can allocate their focus on what matters mo...

As a Senior Client Administrator, I believe in fostering strong relationships built on tru...

I aim to make complex legal issues more manageable for the teams I support so they can mov...

I help connect our teams with the resources, information, and support they need to help de...

I am grateful to be on a team that emphasizes collaboration of expertise to build holistic...

As the Personal CFO to our clients, it is my goal to listen and understand what is most im...

As an advisor at Brighton Jones, I work with our clients to find ways to turn their person...

As a Tax Operations Manager at Brighton Jones, I approach every task with a high attention...

My work ensures that the experience clients have with us is built on trust and transparenc...

I help our clients explore what Living a Richer Life means to them and build a financial p...

Advising around investments, company benefits, taxes, etc. are all a part of being a good ...

Why select a French Bulldog for the chief compassion officer role? It’s easy for a dog to ...

As a Lead Advisor, I work diligently to understand your needs and goals in order to help y...

I can help clients live a richer life by creating a strong relationship with them

I’m passionate about delivering high-quality work and developing smart, effective solution...

I am so blessed and grateful to be able to use my skills to help our current and prospecti...

As an Advisor, I reconcile our clients’ values and passions with financial independence an...

Invest in understanding the clients’ goals that they want to achieve

I am dedicated to providing exceptional support and building strong, lasting relationships...

I help clients Live a Richer Life® by providing thoughtful, responsive support that makes ...

I’m able to approach tax compliance and planning using different perspectives, addressing ...

Teresa Ternan serves as a client service associate in the Brighton Jones San Francisco off...

Aligning client insights with a deep knowledge of financial services is the best way to pr...

As an advisor, the financial goals and personal pursuits of our clients are crucial to dev...

I’m dedicated to helping Brighton Jones employees achieve their very best by facilitating ...

I strive to support each of our team members and facilitate the important roles they have ...

As a member of the real estate team at Lenora Capital, I am fortunate for the opportunity ...

I work with the team to develop processes, leverage technology, balance workloads, and ide...

I have spent my career in investor relations helping clients better understand nuanced inv...

I help create seamless service structures that empower those choices and give clients conf...

I collaborate with lead advisors and client service associates in portfolio planning, anal...

I am dedicated to building strong, meaningful relationships with clients to truly grasp wh...

I help our clients Live a Richer Life by making their experience seamless, supportive, and...

I get tremendous gratification from helping clients with their initiatives, such as review...

As vice president of technology, my role is to help improve operational efficiencies throu...

I live a richer life by striving to always be authentic and confident in everything I do.

I help business owners create meaningful retirement plans and financial education programs...

I help clients live a richer life by understanding their needs and ensuring that clients r...

I work as a liaison for our custodian and fund companies to ensure accurate and timely exe...

Our team of dedicated individuals works to find creative solutions for clients and relishe...

I love helping our Tax team in preparations, projections, and any work needed to holistica...

I love the opportunity to debunk this myth and help clients

As a part of the client service team, I help clients articulate their financial goals and ...

I empower our team to create remarkable experiences that align wealth with purpose.