Services
Video meeting . 15 mins
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 60 mins
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 30 mins
About me
If you’re someone who finds meaning and joy in crafting a sustainable future for the planet, others, and yourself, we’d love to hear from you.
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As a financial advisor, I see myself as someone in a helping profession. In fact, my professional life began as a social worker and public school teacher. In my volunteerism I’ve consistently supported social justice and education. So this theme of helping others and helping to make the world better is still the way that I approach my work, including as a financial advisor.
The bulk of my 30+ years of professional experience, with credentials that include an MBA from Columbia and the CFA® (Chartered Financial Analyst) designation recognized in 150 countries, has been in wealth management. I'm also a National Board Certified Health & Wellness Coach. Outside of professional life, I’m a meditation student, distance jogger, and sustainability advocate.
Becoming a grandparent awakened me to a profound sense of moral responsibility to future generations and the planet. My commitment to climate, biodiversity, and justice now extends to my professional life, where I’ve built expertise in sustainable investing.