Estefani Morris, CFP^®

How do I help our clients live a richer life?
Coming from a developing country taught me the importance of securing one’s assets and building one’s legacy in an unpredictable world. This, along with my professional background in the financial realm, drives me to provide the best support to you, your family, and your client service team at Brighton Jones.

How do I align my time and money with my values and passions to live a richer life?
I align my time and money with my values and passions to live a richer life. My husband, son, and I love hosting friends and family with delicious food, drinks, and games. We also prioritize visiting family in Miami, which keeps me connected to my Nicaraguan roots. Growing up in a developing country taught me the importance of giving back, so I enjoy providing pro-bono financial planning to support the community and hopefully close the gender and racial wealth gaps. These activities enrich my life and keep me grounded in what’s truly important.