My mission is to help progressive investors achieve their long-term financial goals and make the world a better place using Socially Responsible Investing.

Certified Financial Planner™ with 20+ years of experience in the investment industry
Bachelor’s degree in finance from the Wharton School of the University of Pennsylvania
Services | Portfolio Management ($250k minimum) & Financial Planning/Consulting

Locations | Seattle/Port Townsend, Washington & Maui, Hawaii – Serving clients nationwide