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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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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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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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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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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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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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Estefani M

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Estefani Morris is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Brighton Jones LLC since 2019 and had prior roles at Cornerstone Advisors, Inc. from 2015 to 2019. Based in Seattle, WA, she currently serves clients through Brighton Jones. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a whole-balance-sheet approach, discretionary and non-discretionary portfolio management, and access to a range of public and private investments supported by an affiliated ecosystem including a trust company and private investment management 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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Jason S

CFP®, Series 63

Seattle, WA

Brighton Jones LLC

Jason Shull is a CFP® professional with 18 years of experience in financial advising. He has worked at Brighton Jones LLC since 2012 and previously spent five years at LNW. Shull is based in Seattle, WA. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including its Personal CFO offering and OpenPlan. The firm employs a whole-balance-sheet approach and manages a mix of public and private investments, supported by an affiliated ecosystem that includes a trust company and legal 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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Vivian T

Series 65

Seattle, WA

Brighton Jones LLC

Vivian Tang is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with three years of industry experience. Her previous experience includes roles at Northwest Plan Services 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 operating brands. The firm uses a whole-balance-sheet approach for its Personal CFO offering and manages a mix of public and private investments, supported by an affiliated ecosystem that includes a trust company and private investment fund management.

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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Melanie A

CFP®

Seattle, WA

Brighton Jones LLC

Melanie Arena is a CFP® professional at Brighton Jones LLC in Seattle, WA, with 15 years of industry experience. She has been with Brighton Jones since 2011, including the firm's predecessor entity. 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, 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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Parker T

Series 65

Seattle, WA

Brighton Jones LLC

Parker Trelstad is a financial advisor at Brighton Jones LLC with one year of industry experience. He holds a Series 65 credential and previously worked for FP Transitions for five years. 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 and manages a mix of public and private investments, supported by affiliated entities that offer 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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Ardavan T

Series 65

Seattle, WA

Brighton Jones LLC

Ardavan Tabrizian 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 in 2022, he worked at the University of Oregon and Bay Club. 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, offering discretionary portfolio management, financial planning, and family office administrative support, along with 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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Jacob R

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Jacob Ries Roncalli is a CFP® with five years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His work history includes multiple roles at Brighton Jones since 2021 as well as earlier positions at Seattle University and Skyhawks Sports Camps. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through various operating brands, employing a whole-balance-sheet approach. The firm offers discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support, and it integrates an affiliated ecosystem that includes private investment funds, fiduciary 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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Elizabeth N

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Elizabeth Norris is a CFP® and holds a Series 65 license with six years of industry experience. She has been with Brighton Jones LLC since 2018, with a brief period away in 2019, and previously worked at Mullavey, Prout, Grenley and Foe LLP and Seattle Pacific University. Brighton Jones LLC serves individual, high-net-worth, and family-office clients through a range of wealth management and financial planning services, including discretionary and non-discretionary portfolio management, tax preparation, and family office support. The firm employs a whole-balance-sheet approach for its Personal CFO clients and offers access to an affiliated ecosystem of investment, trust, and legal 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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Jordan G

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Jordan Graham is a CFP® with six years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. Before joining Brighton Jones, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to his financial services career, he was involved with Beachhouse Bar and Grill and Century 21 Northwest. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm provides a whole-balance-sheet approach that includes discretionary and non-discretionary portfolio management, 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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