David Lamp, CFP®
How do I help our clients Live a Richer Life®?
As an advisor for Brighton Jones, my primary responsibility is to make sure that all the aspects of our client’s complex financial lives are being addressed. My day-to-day activities involve meeting with clients, working with our team of specialists to address client requests in a timely manner, and proactively identifying planning opportunities that may benefit them in the future. Our clients have been successful at creating wealth; my job is to ensure that we are managing that wealth so they can focus on what they are passionate about, allowing them to live a richer life.
How do I align my time and money with my values and passions to Live a Richer Life®?
My richest moments are, most often, shared with others. Whether it be through serving, leading or merely being a part of a group, I thrive around others. Service above self is seldom easy but it is always rewarding. I’m blessed and grateful to be surrounded by others who challenge, motivate and inspire me to find opportunities to serve as a husband, father, Brighton Jones advisor, coach and volunteer.