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Jane A

Series 65

McLean, VA

Brighton Jones LLC

Jane Anderson is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Canlis, Marathon Wealth Management, and academic work with Boston College's Economics Department and Alumni Center. Outside of finance, she has experience with organizations such as Outdoors For All and entrepreneurial ventures including Boba Up and Six Pack Foods. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach and access to a range of affiliated investment and fiduciary services.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Cole B

Series 66

Seattle, WA

Brighton Jones LLC

Cole Bender is a financial advisor at Brighton Jones LLC in Seattle, WA, with three years of industry experience. He holds the Series 66 designation. Bender previously worked at Fidelity Investments and has experience outside finance in the carpentry and restaurant industries. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Samuel M

CFP®, Series 65

McLean, VA

Brighton Jones LLC

Samuel Murphy is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brighton Jones LLC with four years of industry experience. His prior roles include positions at Markel Corporation and CSC Leasing Company. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support, utilizing a whole-balance-sheet approach and an affiliated ecosystem of investment and fiduciary services.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Colleen Y

Series 65

Seattle, WA

Brighton Jones LLC

Colleen Young is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Prior to joining Brighton Jones, she worked at Northern Economics, Inc. and held various positions including roles at HooDoo Brewing Company and the University of Alaska Fairbanks. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach for its Personal CFO offering, recommending a mix of public and private investments, and offers a range of services including discretionary portfolio management, tax preparation, and family office support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Elise P

Series 66

Denver, CO

Brighton Jones LLC

Elise Paz is a financial advisor with Brighton Jones LLC in Denver, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining Brighton Jones in 2025, she worked at Charles Schwab for two years and has a background that includes roles in education and nonprofit settings. Outside of her advisory work, Elise sells pottery on Etsy. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach that includes portfolio management, tax preparation, and family office administrative support. The firm’s affiliated ecosystem features private investment fund management, trust services, and legal services for certain clients.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Haley D

Series 65

Seattle, WA

Brighton Jones LLC

Haley Droppelman is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Brighton Jones, she has experience with Fall City Floating and worked at Central Washington University and the YMCA. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and offers access to private investment funds, trustee services, and legal support through affiliated entities.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Nicholas P

CFP®, CFA®

Seattle, WA

Brighton Jones LLC

Nicholas Pursley is a CFP® and CFA® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2018. Prior to joining Brighton Jones, he worked at Verus for two years. Brighton Jones LLC provides wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple operating brands. The firm offers a whole-balance-sheet approach for its Personal CFO clients, combining discretionary investment management with allocations to public and private investments, supported by an affiliated ecosystem that includes private investment management, trust services, and legal support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Kory L

CFP®, Series 66

Scottsdale, AZ

Brighton Jones LLC

Kory Leadon is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. He has been with Brighton Jones LLC since 2004, where he currently practices in Scottsdale, AZ. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office support, employing a whole-balance-sheet approach and managing a mix of public and private investments.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Marieteo P

CFP®, Series 65

Brooklyn, NY

Brighton Jones LLC

Marieteo Padiong is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Brighton Jones LLC, where he has worked since 2020. Prior to that, he held roles at Utah Valley University and Accuvest Global Advisors. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach and offers services including discretionary portfolio management, financial planning, tax preparation, and family office administrative support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Laura K

CFP®, Series 65

Dallas, TX

Brighton Jones LLC

Laura Kimball is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. Her prior experience includes roles at Facet Wealth, Aspire Planning Associates, Kimball Financial Services, United Capital, and Capital One. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family office clients through multiple operating brands. The firm offers a whole-balance-sheet approach and combines discretionary investment authority with access to both public and private investments, supported by an affiliated ecosystem of legal, trust, and private fund management services.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Ryan B

Series 65

Seattle, WA

Brighton Jones LLC

Ryan Bridge is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Chapman University and The Neiders Company. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and manages a diversified mix of public and private investments, supported by affiliated entities providing private fund management, trust services, and legal support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Emily W

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Emily Wood is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Brighton Jones LLC since 2017 and previously worked at the University of Puget Sound for one year. Based in Seattle, WA, she serves clients through a multi-team structure. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a range of services including discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support, with a whole-balance-sheet approach for its Personal CFO clients.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Kyle R

CFP®, Series 63, Series 65

Scottsdale, AZ

Brighton Jones LLC

Kyle Rice is a CFP® with five years of industry experience, currently advising at Brighton Jones LLC in Scottsdale, AZ. His prior experience includes roles at Northern Lights Distributors, Redwood Investment Management, Sonora Investment Management, and Edward Jones. Rice also worked in education and service industries before entering financial advising. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary and non-discretionary portfolio management, as well as coordinated family office support and access to affiliated private investment funds and trust services.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Cole K

Series 65

Seattle, WA

Brighton Jones LLC

Cole Kenney is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, he has professional experience including roles at Central Washington University and Northwest Grain Growers. Brighton Jones offers wealth management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands, including its Personal CFO offering and OpenPlan. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by an affiliated ecosystem that includes a private investment fund manager and a trust company.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Alexander C

Series 65

Seattle, WA

Brighton Jones LLC

Alexander Cannella is a financial advisor at Brighton Jones LLC based in Seattle, WA, with two years of industry experience. He holds a Series 65 designation and has worked at Brighton Jones since 2023. His prior experience includes various roles at the University of Arizona and positions in the service and parcel delivery industries. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary and non-discretionary portfolio management along with financial planning, tax preparation, real estate consulting, and family office administrative support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Mary B

CFP®, Series 63, Series 65

Dallas, TX

Brighton Jones LLC

Mary Bierds is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. She previously worked at Tolleson Wealth Management and has authored self-published children's books through her own publishing company. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, employing a whole-balance-sheet approach and offering both discretionary and non-discretionary portfolio management. The firm also offers administrative support and access to affiliated private investment funds, trust services, and legal resources.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Colleen B

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Colleen Baker is a CFP® with three years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. She has previously worked at Delancey and has maintained an active Washington state real estate broker license for referral purposes. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach with discretionary investment authority and a diverse range of affiliated private and public investment options.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Tania H

CFP®

Seattle, WA

Brighton Jones LLC

Tania Hillin is a CFP® professional with three years of industry experience, currently advising at Brighton Jones LLC in Seattle, WA. Her prior experience includes roles at Eissner Financial, First Republic Bank, and Ernst & Young. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary investment management and access to both public and private investments, supported by an affiliated ecosystem that includes private investment funds, trust services, and legal offerings.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Kevin T

Series 65

Seattle, WA

Brighton Jones LLC

Kevin Ting is a financial advisor at Brighton Jones LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Salal Credit Union, Zillow Group, Citywide Home Loans, and the University of Washington. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach, managing a diverse mix of public and private investments, and offers legal, trust, and private fund services through affiliated entities.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Pablo O

Series 65

Houston, TX

Brighton Jones LLC

Pablo Ochoa is a financial advisor with Brighton Jones LLC in Houston, holding a Series 65 designation and one year of industry experience. Prior to joining Brighton Jones, he worked at Fisher Investments for four years and has a background including roles outside finance such as at El Bosque Mexican Restaurant. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach and discretionary portfolio management, along with access to affiliated private investment funds, trust services, and legal support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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