The opinions expressed herein reflect my own opinions and do not reflect the views of any organization with which I am affiliated. Sustainable wealth advisor, CERTIFIED FINANCIAL PLANNER™, and Certified Private Wealth Advisor® (CPWA®) Emeritus professional with over twenty five years of ...more

The opinions expressed herein reflect my own opinions and do not reflect the views of any organization with which I am affiliated. Sustainable wealth advisor, CERTIFIED FINANCIAL PLANNER™, and Certified Private Wealth Advisor® (CPWA®) Emeritus professional with over twenty five years of experience in financial services primarily focused on socially responsible, sustainable, and impact investing. Experienced working with high net worth individuals, families, and foundations interested in integrating their values with their wealth to create a more sustainable world. Interested in environmental issues, investing to support & empower women, creating a fair and just society, and inspiring others to follow their passion for their own personal fulfillment and to make our world a better place. My personal goal is to enjoy life and to travel with my husband, Chris, as much as possible. Specialties: Sustainable & Impact Investing, Gender Lens Investing, Financial Planning, Wealth Consulting, Community Investing & Microfinance, Leadership Programs, Travel Planning & Enjoyment!less