I grew up on a farm where sustainability of the land was a necessity. Stewardship of natural resources was critical, a given. This foundation has carried over to my professional work and belief that I am more than advisor, I am a steward of my clients’ financial lives. Effective stewardship means a commitment to you to be intentional about incorporating your values into your investments. I understand your desire to make a difference beyond personal wealth generation.
Investing is more than a financial decision, investments also reflect your values, your vision and your legacy for future generations. I recognize the challenges individuals, institutions and families face as they explore ways to align their investments with their values and will guide you through a process to address those challenges. My process seeks to facilitate a conversation to help identify your values, determine which causes you are most passionate about and how you want to impact those causes.
I source investment strategy research from a number of independent, third parties who specialize in sustainable and responsible investing. Institutions like US SIF: The Forum for Sustainable and Responsible Investment and PRI: Principles for Responsible Investment.
I also collaborate with Wells Fargo Investment Institute (WFII), Wells Fargo Wealth Management (WFWM) and Wells Fargo Asset Management (WFAM) as well as other Wells Fargo affiliates to develop customized, socially responsible investment and wealth management strategies.
If socially impactful investing is important to you, I can be reached at 603-644-0671