Wealth Advice
Ray has over 25 years of experience working through the complex wealth planning issues business owners, executives and retirees face. His expertise and experience brings a unique...
Dave's more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field.
Annika's decade of experience and passion for working with busy professionals and women make her uniquely positioned to help her clients reach their financial and lifetime goals.
Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping my clients retire well, with confidence and security about their future."
Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.
Mike has dedicated his career to serving high net worth families and nonprofit organizations. His personal approach and desire to help individuals reach and enjoy their retirement goals enable him to provide clients with the highest level of service.
With more than 20 years of experience in investment management, Frederick has witnessed the challenges of the market environment. His focus on client service and reduction in portfolio risk makes him a valued addition to the Brightworth team.
Nathan’s experience as a tax advisor and keen understanding of investment strategy and economics allow him to provide individuals with a basic understanding of the most complex aspects of their financial lives.
Tom's public accounting background coupled with his attention to detail and his desire to help others allows him to provide clients with a clear financial understanding at the highest level of service.
Ryan’s experience with high net worth families in public accounting and in a multi-family office setting allows him to offer clients individualized guidance in navigating the complexities of their financial lives.
Bud has devoted his career to working closely with clients to understand their needs and develop customized financial plans to help them reach their short and long term goals.
Chase brings thoughtful listening and planning skills and a devotion to maximizing the impact of wealth for our clients.
Patricia joined Brightworth as a Financial Planner in 2016 where she helps develop strategic financial plans for high net worth individuals and families.
Ian’s investment expertise and due diligence background allow him to make sense of a complex investment environment in order to help our clients' achieve their wealth goals.
Wesley joined Brightworth as a Financial Planner in 2017. He started his career at a fee-only wealth management firm in Silicon Valley where he developed plans to help high net worth clients use their wealth more purposefully and assisted with firm-wide strategy and operations.
Investment Management
Don combines his passion for investing, intellectual curiosity and analytical framework to build investment strategies to help our clients grow and preserve their wealth.
Jennifer’s strong attention to detail, demonstrated abilities with operational excellence, and passion for the development and growth of others makes her uniquely suited to manage Brightworth’s Investment Operations department.
John’s analytical thinking and his competitive nature drive him to pursue investment strategies that will help clients achieve their goals.
Elizabeth's attention to detail helps ensure our clients' investment accounts are properly maintained and carefully monitored.
Hunter has a broad financial services background including time spent in private wealth management, third-party retirement plan administration, and trust services.
Ryan joined the Brightworth team in 2018 and serves as an Investment Operations Analyst. His responsibilities include maintaining the portfolio management software, assisting with daily trading, and generating reports for client portfolios.
Hiwote joined Brightworth in 2018 as an Investment Operations Specialist. Her primary responsibilities include maintaining our portfolio management software, executing trades, and other operational duties.
Formerly the President of Brightworth, Alan was part of the leadership team that built Brightworth into a nationally recognized enterprise.
Client Service
Kristen's experience, communication skills and detailed follow-through helps ensure clients have a positive experience with Brightworth.
Pam joined Brightworth as a Client Service Administrator in 2016 and has over 15 years of experience in client services. Pam’s responsibilities include transitioning clients to Brightworth and servicing their accounts.
Michelle joined Brightworth in 2014 as a Client Service Administrator. She brings more than 10 years of experience in the financial industry in growing and maintaining client relationships.
Lucita joined Brightworth in 2018 as a Client Service Specialist. She brings with her 20-plus years of client service experience from the hospitality and financial services industries.
Operations & Administration
Sherry's extensive experience across the firm, along with her strong attention to detail and desire to help people make her uniquely suited to run the firm's compliance and integration functions.
Justin's passion for technology helps drive efficiencies across the entire firm in order to maintain a high level of service for our clients.
Rick’s background in design, writing, marketing and strategy supports clear, positive communication with clients and with the marketplace.
Laura draws on her diverse accounting and finance background to create insightful firm analyses and reliable internal processes.
Tammie brings more than 20 years' of diverse experience in accounting, human resources, and marketing. This combination makes her an ideal fit as support for our compliance and human resources team.
Lizzie joined Brightworth in 2012 as our Receptionist. She now serves as Marketing Administrator, assisting Rick Weissinger in the implementation of branding, marketing, and communication strategies for the firm.
With a background in bookkeeping and accounting, Phyllis Kiernan contributes her proficiency with numbers to maintaining steady workplace operations for Brightworth and its clients.
Kim's long history with the firm gives her a wealth of knowledge in working with the advisors and providing outstanding service to our clients.
Marie's years of experience in executive support and positive spirit of service make her an asset to the Brightworth team on multiple levels.
Esther's dedication to detail and accuracy add to the high level of service she provides to Brightworth's advisors and clients.
Tracy brings 18 years of experience in customer service, human resources and payroll. Her background is in the insurance industry as well as startup companies in the waste and recycling industry.