Jenny is the glue of Agate Pass, she keeps it running smoothly. She oversees the firm’s operations and client service, ensuring every interaction is handled with care and precision. Her background includes years of administrative experience in professional services, where she developed a reputation for organization, follow-through, and warmth.

How did you find your way to Agate Pass?

As Agate Pass grew and the team needed additional "back office" support, Brad asked me to take over the bookkeeping and administrative paperwork. I had worked as a receptionist and administrative assistant during college and before having children, and in various part-time jobs while raising our four kids.

What do you love most about your job or the work you do at Agate Pass?

I enjoy helping new clients with the onboarding process and seeing them excited about reaching their investment goals. It's especially rewarding to facilitate clients' charitable giving.

What’s the best piece of advice you’ve ever been given?

Be kind whenever possible—it's always possible.

Describe your ideal weekend.

A hike along the Dungeness River or in the Olympic mountains followed by a nice meal, some work in the yard, and watching a good show or movie while knitting. Or when my kids are all home—talking and laughing together, playing board games, going on a walk together, cooking/eating a good meal.

What’s one thing still on your bucket list?

To visit every continent, all 50 states, and all the US National Parks.