Sue Cheung is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Brighton Jones LLC, where she has worked since 2023. Her prior experience includes roles at Morgan Stanley, Lighthaven Capital Management, Charles Schwab Bank, and other financial firms. Brighton Jones LLC provides wealth management services to high-net-worth individuals, charitable organizations, and retirement plans, using a Personal CFO model and offering family office services. The firm’s investment approach includes a range of strategies such as mutual funds, ETFs, private funds, and discretionary management through its subsidiary Lenora Capital.

Cara Picton is a CFP® professional at Brighton Jones LLC with over eight years of industry experience. She previously worked at Nate D. Sanders Inc. and has been involved with nonprofit organizations such as African Village Support and Samos Volunteers. Brighton Jones LLC serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans by providing comprehensive wealth-management services, including financial planning, investment management, and family office support. The firm utilizes a Personal CFO model and offers private-investment opportunities through its subsidiary Lenora Capital.

Alexander Flagg is a financial advisor at Brighton Jones LLC based in San Francisco, CA, holding a Series 65 credential with one year of industry experience. Prior to joining Brighton Jones, he worked for Hewlett Packard Enterprise for ten years. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts, offering comprehensive wealth services that include personal CFO programs, family office services, investment management, tax preparation, and real estate consulting. The firm employs a holistic, balance-sheet approach to client advice and provides access to private investment opportunities and affiliated investment managers.

Jeremy Pond is a Certified Financial Planner® with 12 years of industry experience. He has worked at Brighton Jones LLC since 2018 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. based in San Francisco, CA. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm emphasizes whole-balance-sheet planning through its Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities via its subsidiary Lenora Capital.

Clint Christensen is a CFP® professional with 24 years of industry experience, currently advising at Brighton Jones LLC since 2007. He holds Series 63 and Series 66 licenses and is based in San Francisco, CA. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm provides comprehensive wealth services through a holistic, balance-sheet approach, offering discretionary and non-discretionary management, family office services, and access to private investment opportunities.