Be Wellthy Blog

Jimmy MacDonell, CFP®, CPA

Dec 07, 2021 |
How do I help our clients Live a Richer Life®? Our clients look to us to provide holistic advice on all aspects of their personal finances. I…
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John Curle, CFP<sup>®</sup>
December 07, 2021 |

John Curle, CFP®

How do I help our clients Live a Richer Life®? As an advisor at Brighton Jones, I work with clients to develop thoughtful…
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Katherine K. Burgess, CFP<sup>®</sup>
December 07, 2021 |

Katherine K. Burgess, CFP®

How do I help our clients Live a Richer Life®? As an advisor in the Seattle office, I believe that creating warm relationships…
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Kaycee K. LeCong, CFP<sup>®</sup>
December 07, 2021 |

Kaycee K. LeCong, CFP®

How do I help our clients Live a Richer Life®? By assuming the role of Personal CFO for our clients, my goal is…
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Kory Leadon, CFP<sup>®</sup>
December 07, 2021 |

Kory Leadon, CFP®

How do I help our clients Live a Richer Life®? I am responsible for thinking strategically with our clients about their life plans…
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Kristen Purnell
December 07, 2021 |

Kristen Purnell

How do I help our clients Live a Richer Life®? As the Growth and Operations Director in our Southwest Region region I work…
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Lesley Kalso
December 07, 2021 |

Lesley Kalso

How do I help our clients Live a Richer Life®? I take great care in providing exceptional service to our clients while building…
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Madison Amsberry, CFP<sup>®</sup>
December 07, 2021 |

Madison Amsberry, CFP®

How do I help our clients Live a Richer Life®? As an advisor at Brighton Jones, I work with a team of dedicated…
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Matt Mormino, CFP<sup>®</sup>
December 07, 2021 |

Matt Mormino, CFP®

How do I help our clients Live a Richer Life®? As the Managing Director of OpenPlan, I work to support other advisors and…
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