- Sustainable Stewardship and Impact Investing
About My Practice
We specialize in providing clients with current and future cash-flow income needs with well-diversified and risk managed portfolios.
We offer needs-based advice and investment management to help you align and integrate your needs with your values and your financial and life plan.
We assist with trust management, endowments, charitable giving, retirement and estate plans.
We have over 20 years of experience in financial planning and investment advice and management, for retirement, tax, estate and charitable planning serving individuals, families, small businesses and non-profits.
See our website www.investingwithheart.com for further information and articles.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - ACCREDITED INVESTMENT FIDUCIARY (AIF), DC, BS
Advisory Services through Protected Investors of America, an SEC Registered Investment Advisor
Considerations: No income minimum for hourly planning services
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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