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Ethan T

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Ethan Truong is a CFP® and Series 65 licensed advisor at Brighton Jones LLC with four years of industry experience. He previously worked in real estate at John L. Scott Real Estate and has a background in education at the University of Washington and Federal Way High School. Ethan is based in Seattle, WA. 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 and non-discretionary portfolio management, tax preparation, and family office administrative support, using a whole-balance-sheet approach and an affiliated ecosystem of 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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Kaleb S

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Kaleb Strawn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2021. He previously worked at Avier Wealth Advisors and held positions outside the industry, including at Costco. Based in Seattle, WA, Strawn has a background that spans wealth management and financial planning. 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 portfolio management, tax preparation, real-estate consulting, and family office support, with an affiliated ecosystem that includes private fund management 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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Jacqueline P

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Jacqueline Prideaux is a CFP® and holds a Series 65 license with 12 years of industry experience. She has been with Brighton Jones LLC since 2012, working in various capacities at the firm. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers a range of services including 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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Rachel K

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Rachel Kuhnert is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brighton Jones LLC with three years of industry experience. She has worked at several firms, including Ferguson Wellman Capital Management and Summa Group of Oppenheimer & Co., and has additional experience outside finance at Greentree Pool Organization and Lakeridge High School. 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, using a whole‑balance-sheet approach and access to an affiliated ecosystem including private investment funds 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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Vanessa H

Series 65

Seattle, WA

Brighton Jones LLC

Vanessa Howell is a financial advisor at Brighton Jones LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Brighton Jones since 2018. Prior to her financial advisory career, Howell was employed at ATI Physical Therapy for four years. Brighton Jones LLC provides wealth management and financial planning services for individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach through multiple operating brands including its Personal CFO and OpenPlan services. The firm manages a diverse mix of public and private investments and offers affiliated services such as private fund management, trustee and fiduciary 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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Kaycee L

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Kaycee Le Cong is a CFP® and holds a Series 65 license with 14 years of industry experience. She has been with Brighton Jones LLC since 2007, working in the Seattle, WA office. 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 including discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support through multiple operating brands.

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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Katherine B

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Katherine Burgess is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. She has been with Brighton Jones since 2017 and previously worked at Lifetime Assistance, Inc. and OSI, Inc. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office support. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by an affiliated ecosystem including 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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David L

CFP®, Series 63, Series 65

Seattle, WA

Brighton Jones LLC

David Lamp is a CFP® professional with 21 years of industry experience. He has worked at Brighton Jones LLC since 2011, following prior roles at BBJS Financial Advisors, LLC, First Command Brokerage Services, Inc., and First Command Bank. Based in Seattle, WA, Lamp holds Series 63 and Series 65 licenses in addition to his CFP® designation. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including the Personal CFO offering. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support, supported by an affiliated ecosystem that includes private investment funds, trustee 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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Eric H

CFP®, Series 63, Series 65

Seattle, WA

Brighton Jones LLC

Eric Ho is a CFP® professional based in Seattle, WA, with five years of experience in financial advising. He has worked at Brighton Jones LLC since 2022 and previously held roles at Axos Clearing, TD Ameritrade, and other firms. His background includes a period of full-time study for the MCAT. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering and OpenPlan. The firm employs a whole-balance-sheet approach with discretionary investment authority and offers services ranging from portfolio management to 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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Brian B

CFP®

Seattle, WA

Brighton Jones LLC

Brian Burgess is a CFP® professional at Brighton Jones LLC with seven years of industry experience. He has been with Brighton Jones since 2017 and previously worked at Laird Norton Wealth Management. 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 and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support, utilizing a whole-balance-sheet approach for its high-net-worth 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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Christian B

Series 65

Seattle, WA

Brighton Jones LLC

Christian Blazona is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 designation and four years of industry experience. He has been with Brighton Jones since 2021 and has prior involvement with Orion Entertainment and leadership roles in the Pi Kappa Phi Fraternity. Blazona's background includes community and organizational activities. 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, tax preparation, real-estate consulting, and family office administrative support, using a whole-balance-sheet approach and an affiliated ecosystem that includes private investment funds, 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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Brianna T

Series 65

Seattle, WA

Brighton Jones LLC

Brianna Thompson is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 credential and three years of industry experience. Her prior work includes roles at Aero Precision LLC and Galuccis Catering Company, along with several periods as a full-time student. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including Personal CFO and OpenPlan. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management and a range of financial and administrative services complemented by an affiliated ecosystem of private investment, trust, and legal 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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Zanthe H

Series 65

Seattle, WA

Brighton Jones LLC

Zanthe Hanleybrown is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation. She has been with Brighton Jones since 2025 and has prior experience as a Devon Review Tutor. 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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Rohit S

Series 66

Seattle, WA

Brighton Jones LLC

Rohit Sood is a financial advisor at Brighton Jones LLC with a Series 66 designation and industry experience beginning in 2026. His prior experience includes roles at GT Securities, Inc., JB Were - National Australia Bank, Care Super, and Commonwealth Bank of Australia. 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, 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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Daniel N

CFP®

Seattle, WA

Brighton Jones LLC

Daniel Neish is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2022. His prior roles include positions at Trellis Advisors, Laird Norton Wealth Management, Ipreo, and Gottfried and Somberg Wealth Management. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering a whole-balance-sheet approach and discretionary portfolio management. The firm operates an affiliated ecosystem including a private investment management subsidiary, a trust company, and legal services, supporting a comprehensive suite of financial solutions.

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 B

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Samuel Blank is a CFP®-certified financial advisor with Brighton Jones LLC in Seattle, WA. He has four years of industry experience, including prior roles at Cetera Investors and Slate Group Consulting. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm uses a whole-balance-sheet approach and offers discretionary investment management as well as access to a range of 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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Brett C

CFP®, Series 63, Series 65

Seattle, WA

Brighton Jones LLC

Brett Carolan is a CFP® professional with 26 years of industry experience. He has been with Brighton Jones LLC since 2003 and worked at Cetera Wealth Services, LLC from 2000 to 2003. He holds Series 63 and Series 65 licenses and 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. The firm offers discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support, using a whole-balance-sheet approach and 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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Tyler K

Series 65

Seattle, WA

Brighton Jones LLC

Tyler Kim 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, he worked at Central Washington University and has diverse experience in the hospitality sector. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach through its Personal CFO and OpenPlan brands. The firm combines discretionary portfolio management with access to public and private investments, supported by affiliated entities including a trust company and private investment fund managers.

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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Kristina A

Series 65

Seattle, WA

Brighton Jones LLC

Kristina Anguelova is a financial advisor with Brighton Jones LLC in Seattle, WA. She holds a Series 65 designation and has recently started her career in the industry. Prior to her current role, she has worked in various positions including roles outside of finance such as at Bamboo Sushi and Sandpoint Country Club. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, employing a whole-balance-sheet approach that includes discretionary portfolio management and family office administrative support. The firm also offers access to private investment funds and affiliated 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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Annika Jane C

Series 65

Seattle, WA

Brighton Jones LLC

Annika Jane Cruz is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential. She joined Brighton Jones in 2025 and has prior experience as a student at Seattle University and involvement with Bay View Golf Club. Brighton Jones provides wealth-management and financial planning services for individual, high-net-worth, and family-office clients, using a whole-balance-sheet approach that includes discretionary portfolio management 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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