Dallas, TX Office

Laura Kimball is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked with Brighton Jones LLC since 2022 and previously held roles at Facet Wealth, Aspire Planning Associates, Kimball Financial Services, United Capital, and Capital One. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Renee Marinez is a CFP® professional with seven years of industry experience, currently serving at Brighton Jones LLC. Her prior roles include positions at Lifeworks Advisors, Vincere Wealth Management, and Merrill. Outside of her advisory career, she worked at Taft's Ale House for two years. Brighton Jones LLC provides comprehensive wealth management services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm employs a holistic, balance-sheet approach, offering both discretionary and non-discretionary management along with family office services and access to private investment opportunities.

Mary Bierds is a CFP®-designated financial advisor with Brighton Jones LLC in Dallas, TX, bringing one year of industry experience. Prior to joining Brighton Jones, she worked at Tolleson Wealth Management. Outside of advising, she is a self-published children's book author and manages a personal publishing company. Brighton Jones serves high-net-worth individuals, charitable organizations, and retirement plans with comprehensive wealth management, including financial planning, investment management, and family office services. The firm employs a Personal CFO model and offers private-investment opportunities through its subsidiary Lenora Capital.

Luke Ray is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Brighton Jones LLC and previously worked at Hightower Advisors LLC and Gaschen Berlingeri & Associates. Prior to his advisory career, he was involved with Bahama Bucks Franchise Corporation. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm’s approach includes a Personal CFO model and family office services, offering a range of investment options and private-investment opportunities through its subsidiary Lenora Capital.

Michael Curtis is a CFP® with seven years of industry experience. He has worked at Brighton Jones LLC since 2021 and previously spent four years at Tolleson Wealth Management. Curtis is based in Dallas, TX. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth services such as family office solutions, discretionary investment management, and tax preparation. The firm uses a holistic, balance-sheet approach and provides clients access to private investment opportunities and affiliated investment managers.

Joshua Perry is a financial advisor with Brighton Jones LLC in Dallas, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Brighton Jones, he worked at Charles Schwab & Co., Inc. and has a background that includes multiple roles in education. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities, using a holistic, balance-sheet approach to client advice.