Welcome. I provide sustainable investment management and fee-only financial planning services to individuals and couples nationwide from my office in beautiful Boise, Idaho. I am a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary®. As a fee-only advisor, I earn no commissions or referral fees and work as a fiduciary for my clients. I am a representative of First Affirmative Financial Network, LLC, an independent Registered Investment Advisor.
My mission is to help clients be responsible stewards of their investments and income, so they are both financially secure and comfortable with how their investments affect the environment, their communities and the issues they care about.
Three beliefs guide my practice:
- Personal wealth and security are much more than income and assets.
- People can and should earn competitive returns when they choose to invest in enterprises that contribute to a clean, healthy environment, treat people fairly, embrace equal opportunity, and produce safe and useful products.
- Financial planning provides enormous benefit to individuals, couples, and families by creating a clear path to a shared vision of the future and relieving anxiety.