I am a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary™. The CFP® designation is awarded after successful completion of the rigorous education, exam, experience, and ethics requirements of the CFP Board. Both of these designations have ongoing continuing education requirements. I am also an Investment Advisor Representative for First Affirmative Financial Network.
I currently serve on the national board of the Calvert Foundation and chair the board investment committee for the Foundation. I am a member and former board member of USSIF: The Forum for Sustainable and Responsible Investment. I have served on several other local, national and international nonprofit boards, and volunteer regularly for the Land Trust of the Treasure Valley, Global Talent Idaho, and the Idaho Foodbank.
Prior to becoming a financial advisor, I spent more than 20 years working in the nonprofit sector to increase economic opportunities for disadvantaged populations. Most recently, I was executive vice president and chief financial officer at Opportunity Finance Network. Prior to that, I worked with ACCION International for 10 years. During that time, I helped establish a network of microfinance organizations in the U.S., managed a microfinance organization in Costa Rica, and provided training and consulting services in Asia, Africa and Latin America. I also worked as a consultant to the Ford Foundation and was a Peace Corps Volunteer in the Dominican Republic. My undergraduate degree is from Duke University and I have a Masters’ Degree from Cornell University.
Why I Became an Investment Advisor and Financial Planner
One of the things that propelled me to become a financial planner was my own annoying experience with a financial planner. The planner I initially hired delivered a thick document full of irrelevant information and then tried to sell me investment products that I didn’t understand. After several frustrating meetings I found a different, fee-only, planner who helped me understand my overall financial picture, get appropriate insurance, and organize my investments. I realized how valuable a planner could be to help regular people like me navigate the financial complexities of life.
Over time, understanding my financial situation better encouraged me to pursue long-time personal goals, including relocating and starting my own business. Although my career in community development finance was fascinating, challenging, and rewarding, I was ready for a change. I chose financial planning because I had a long-time interest in socially responsible or sustainable investing, wanted to help people on a personal level, could use my finance skills, and wanted to continue to make a positive contribution.