TRUE WELLTH PODCAST - Key Persons
I aim at understanding what living a richer life means for our clients and supporting them...
Job Titles:
- Business Development Specialist
I help clients live a richer life by truly taking the time to get to know them and what br...
Alejandro Martinez serves as a Business Development Specialist in Brighton Jones' Austin o...
My role affords me the unique opportunity to build our brand in new cities, onboard and tr...
I am fortunate to work with a team of individuals that share my passion to provide sound a...
When it comes to my role, I take pride in doing all I can to help clients handle all aspec...
I aim at understanding what living a richer life means for our clients and supporting them...
My role affords me the unique opportunity to build our brand in new cities, onboard and tr...
I am passionate about providing clients with holistic assistance in managing their financi...
As a personal CFO, I work closely with our team, supporting our clients with resources and...
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...
Job Titles:
- Senior Tax Associate
- Senior Tax Associate Seattle
My role affords me the unique opportunity to build our brand in new cities, onboard and tr...
Advisor | Austin, Boston, Chicago, Dallas, Houston, Minneapolis, Tampa, Seattle | 206.258.5131
I help by providing oversight and direction to our corporate retirement plan clients.
As an advisor, one of my goals is to become a trusted partner for our clients, guiding the...
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...
I develop meaningful relationships with our trusted partners to identify opportunities to ...
As chief operating officer, I align resources to ensure that we can execute our company st...
As a personal CFO, I work closely with our team, supporting our clients with resources and...
I tell stories that shine a light on Brighton Jones clients living a richer life
I work closely with our service teams, in-house experts, and business lines to ensure that...
I am responsible for thinking strategically with our clients about their life plans and en...
As an administrative partner, my heart strives to provide exceptional service through the ...
I love what I do and the families I do it for. I'm grateful for the relationships I have w...
Job Titles:
- Managing Director of Lenora Capital
I empower others to live richer lives by equipping them with the tools and confidence need...
Brian Tall - Chief Investment Officer
As a part of our Keep People team, my goal is to connect with each of our employees and he...
Job Titles:
- Employee Experience Associate
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...
Job Titles:
- Business Operations Manager
I help our clients live a richer life by being an instrumental part of their tax and finan...
Job Titles:
- Administrative Operations Specialist
I have the distinct pleasure of helping to lead the recruiting effort for Brighton Jones, ...
Job Titles:
- Growth and Operations Director
I enjoy helping our clients with tax strategies, being the architect of their legacy plan,...
Job Titles:
- Director of Learning & Team Development
I strive to make a positive impact by establishing genuine connections with our clients an...
As part of the Brighton Jones Personal CFO team, I partner with clients to help define wha...
Job Titles:
- Administrative Operations Specialist
As an advisor at Brighton Jones, I support clients by giving them peace of mind and the co...
Job Titles:
- Business Development Manager
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...
Job Titles:
- Senior Client Administrator
For me, building deep relationships and becoming a trusted partner has always been the mos...
I help our clients live a richer life by providing a worry-free tax planning and complianc...
I am passionate about bringing financial planning to more families, so they can benefit fr...
Job Titles:
- Senior Client Administrator
I help our clients live a richer life by building strong connections, ensuring their needs...
I strive to build strong and genuine relationships with our clients in order to assure the...
Job Titles:
- Senior Client Administrator
As a lead advisor in our Washington, D.C. office, I help to service our clients on the Eas...
Job Titles:
- Richer Life Business Partner
Lauren Mercer serves as an advisor in Brighton Jones' Washington, D.C. office.
Job Titles:
- Senior Client Administrator
As the growth and operations manager for the Southwest region, I strive to create strong r...
As a member of the Denver team, I provide guidance to our clients at every step of their f...
By thoughtfully and uniquely crafting investment plans, I am able to help guide clients to...
I help clients live a richer life by giving them the peace of mind to focus on the present...
I serve as the Personal CFO for a select number of successful families. We use a consultat...
Job Titles:
- Growth and Operations Manager
As the director of estate planning, I strive to help clients live a richer life by alignin...
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
Job Titles:
- Advisor Growth & Operations Manager
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
As the director of estate planning, I strive to help clients live a richer life by alignin...
I support an enthusiastic team that works to build new client relationships by understandi...
I help clients live a richer life by combining my interest in personal finance with a serv...
Job Titles:
- Director of Estate Planning
As an advisor, our team gets to help clients through every phase of their financial journe...
Nicole Henderson serves as a growth and operations associate in Brighton Jones' San Franci...
I am fortunate to work with a team that shares my excitement for collaborating with client...
I love helping our clients through all phases of their financial journey so they can focus...
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
As a Business Development Specialist, I help our clients live a richer life by understandi...
Job Titles:
- Business Development Specialist
I serve as the Personal CFO for a select number of successful families. We use a consultat...
Job Titles:
- Administrative Operations Specialist
I enjoy building strong relationships with my clients to better understand what is most im...
I am passionate about providing a plan with your family and personal goals as the drivers ...
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
Job Titles:
- Growth and Operations Associate
Nicole Henderson serves as a growth and operations associate in Brighton Jones' San Franci...
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
As a member of the Growth and Operations team, I work with potential clients as they get t...
Job Titles:
- Growth & Operations Associate
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
Job Titles:
- Business Development Manager
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
Job Titles:
- Business Development Operations Senior Associate
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
Job Titles:
- Administrative Operations Specialist
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
Job Titles:
- Lead Advisor, Real Estate Advisory Group
As a part of the client service team, I help clients articulate their financial goals and ...
I strive to take stress off of clients so they can allocate their focus on what matters mo...
Advising around investments, company benefits, taxes, etc. are all a part of being a good ...
As an advisor at Brighton Jones, I work with our clients to find ways to turn their person...
I help our clients explore what Living a Richer Life means to them and build a financial p...
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...
Job Titles:
- Administrative Operations Specialist
I am grateful to be on a team that emphasizes collaboration of expertise to build holistic...
As a Lead Advisor, I work diligently to understand your needs and goals in order to help y...
As a client service coordinator, I have a passion for helping others and fostering strong ...
I get to serve alongside a team of mission-driven individuals who are passionate about del...
I can help clients live a richer life by creating a strong relationship with them
Job Titles:
- Office Experience Coordinator
Job Titles:
- Administrative Operations Specialist
Job Titles:
- Estate Planning Lead Advisor
Job Titles:
- Client Service Associate
- Senior Client Administrator
Teresa Ternan serves as a client service associate in the Brighton Jones San Francisco off...
Job Titles:
- Director of Fidelity WAS Partnership