Seattle Wealth Management

Seattle, Washington

2030 1st Avenue, 3rd Floor
Seattle, WA 98121
Phone: 206.258.5000
Fax: 206.258.5005

Get in touch

We’ve been a proud member of the Seattle community since our founding in 2000. In fact, our team has grown alongside the city, moving from a small shop in Capitol Hill to the Smith Tower in Pioneer Square before settling into our home in historic Belltown.

Our wealth management teams are committed to providing personalized service to individuals and families. We have deep experience advising on major liquidity events, tax planning, and executive compensation packages found at companies such as Amazon, Boeing, Microsoft, and Starbucks. We also assist family offices with significant estate and legacy planning needs. 

We’re recognized among the state’s largest corporate philanthropists by Puget Sound Business Journal.

As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Pike Place Market Foundation, NatureBridge, United Way of King County, Outdoors for All, Invest in Youth, Fred Hutchinson Cancer Research Center, and Childhaven.

Driving directions

Parking is available at the Market Place Tower parking lot (89 Lenora St.)

Seattle map

Meet your Seattle wealth management team

I help our clients and #OneTeam turn their compassion into action by connecting them with ...

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Alea Campbell

Impact Associate

I aim at understanding what living a richer life means for our clients and supporting them...

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Anallely Valdez-Johnson

Associate Advisor

I am passionate about providing clients with holistic assistance in managing their financi...

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Andres Rivera-Uribe

Associate Advisor

With my experience, I can help our team with many technical difficulties they may face dur...

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Andrew Schauf

Senior Tax Associate

Antoinette Harris

Tax Manager

As chief operating officer, I align resources to ensure that we can execute our company st...

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April Kyrkos

Chief Operating Officer

I tell stories that shine a light on Brighton Jones clients living a richer life

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Barry Whittle

Content Manager

I work with a team of Brighton Jones professionals who help clients make informed decision...

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Biss McCarthy, CFP®

Lead Advisor

I chose this profession because it is rewarding to help people achieve their goals both pe...

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Brett Carolan, CFP®

Senior Lead Advisor

At Lenora Capital, we build private investment solutions and engage interested clients to ...

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Brett Deits

Managing Director of Lenora Capital

I empower others to live richer lives by equipping them with the tools and confidence need...

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Brian Burgess, CFP®

Lead Advisor

As the chief investment officer, I am the researcher of ideas, the filterer of information...

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Brian Tall

Chief Investment Officer

As a part of our Keep People team, my goal is to connect with each of our employees and he...

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Briana Boche

Employee Experience Associate

I strive to build meaningful relationships and understand what living a richer life means ...

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Brianna Thompson

Associate Advisor

We help companies manage and monitor the retirement plan offered to employees, and partner...

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Brittany Weiler

Business Operations Manager

I help our clients live a richer life by being an instrumental part of their tax and finan...

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Calley Bjorkman, CPA

Tax Lead Advisor

I have the distinct pleasure of helping to lead the recruiting effort for Brighton Jones, ...

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Carly DeVries, SHRM-CP

Talent Attraction Manager

Carrie Danielson

Director of Learning & Team Development

I provide our teams the support, tools, and resources they need to execute flawless experi...

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Cassie Johnson

Client Service Operations Senior Manager

With 20+ years of experience working directly with clients, I enjoy putting creative strat...

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Charles Brighton

Co-Founder and Managing Director

I provide the organization with the most up to date and accurate data that reports on past...

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Charles Strauss

Controller

My goal is to have a comprehensive understanding of what it means for each client to a liv...

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Chase DeLeon

Associate Advisor

Chris Moreton

Retirement Plan Sales Consultant

I’m passionate about building valuable relationships with clients and learning about what ...

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Christian Blazona

Associate Advisor

As part of the Personal CFO team, I work closely with our advisors and client service asso...

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Christian Linares, CFP®

Lead Advisor

Christina Owens

General Counsel and Chief Compliance Officer

I enjoy making tax planning and compliance approachable and building personal, long-lastin...

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Claire Jensen, CPA

Tax Lead Advisor

Colleen Baker

Associate Advisor

As vice president of finance, I help manage the financial resources of the company through...

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Dan Decarie

Vice President of Finance

I believe wealth management should be about more than growing and protecting wealth.

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Danny Neish, CFP®

Advisor

As an advisor for Brighton Jones, my primary responsibility is to make sure that all the a...

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David Lamp, CFP®

Lead Advisor

I advise and educate Brighton Jones clients on how to align their passions with strategic,...

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Debra Shapira

Impact Lead Advisor

When we navigate life with a people-first mindset, we make values-aligned decisions that d...

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Dennis Chiu, CFP®

Associate Advisor

My goal is to create leverage by being a key resource for Brighton Jones and our clients.

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Devon Johnson

Client Service Associate

Devon Phillips

Learning & Team Development Associate

I cultivate strong relationships with our clients by paying attention to details and findi...

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Devyn DeLeon, CFP®

Advisor

I collaborate with our team as we build relationships with individuals and families.

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Drew Floyd

Business Development Specialist

I am grateful to have the opportunity to build genuine connections with our clients

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Elise Orton

Associate Advisor

I enjoy taking a holistic approach to wealth management by understanding client's values, ...

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Elissa Nelson

Associate Advisor

I love building trusting relationships with clients and seeing them live out their unique ...

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Elizabeth Norris, CFP®

Advisor

Talk to a Seattle financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."

    – Dan S., Brighton Jones client