
Located in beautiful Boise, Idaho I work with clients throughout the United States who want to manage their finances in line with their goals and values. I provide fee-only financial planning and socially responsible investment management. "Fee-only" means that I earn no commissions on any products or referrals. Socially responsible investing is also known as "sustainable investing" and green investing. I am an Accredited Investment Fiduciary AIF® and a candidate for CERTIFIED FINANCIAL PLANNER™ certification. I am a member of the National Association of Personal Financial Advisors (NAPFA) and uphold the Fiduciary Oath.
Mission
- To help individuals, couples, and families align their financial lives with their goals, priorities, and values.
Beliefs
- Personal wealth and security are much more than income and assets.
- People can earn competitive returns by investing in enterprises that contribute to a clean, healthy environment, treat people fairly, embrace equal opportunity, and produce safe and useful products.
- Individuals and families need access to affordable financial planning services and advice to meet their goals and secure their future.
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