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My Beliefs
The kind of world we leave our children
is our most important asset.
Solar energy use over the next 15
years will transform society as much as aviation
did a century ago.
Renewable energy installations will
change the developing world just as cellphone systems
already have.
Our global problems will be met by
globally-oriented companies that have strong international
relationships
-clean energy
-clean water
-healthy food
-proactive healthcare
-sustainable building
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Core Values - Integrity | Social Values | Client
Choice
Early in my career I was part of
the sales force of a national financial services
firm. My days were filled with client appointments,
sales meetings and rah-rah sessions meant to motivate.
I was building a successful career, but I was sick
inside. Surely there had to be others in the financial
services industry who believed, as I did, that money
and social impact could and should be intertwined.
Integration of values in my work was something I
was not willing to give up, so I quit and looked
around for a firm that would not just tolerate my
social values but would embrace them.
In late 1989, I joined First Affirmative
Financial Network, a Colorado Springs startup firm
specializing in social investing. The competitive
sales-driven atmosphere I had known was replaced
by a cooperative client-centered atmosphere. I could
build my business without sacrificing my own personal
values. I had found a home.
The decade of the 90's turned out
to be an exciting time to be involved with social
investing. New products, academic research, and initiatives
in shareholder activism and community investing gathered
steam. My own practice grew along with the entire
movement.
It soon became clear that the clients
I seemed to attract were those who wanted a more
personal approach to investing than mutual funds
allowed. Increasingly I was finding individuals who
wanted to add stocks of alternative energy or natural
food companies to their portfolios of mutual funds.
Many of these investors had very strict social screens
that could not be met by traditional SRI-screened
mutual funds. The personal approach I offered to
those early clients of research and money management
services became my life's work. I love what I do
and know that it makes a difference.
I believe that the problems associated
with poor water quality, reliance on fossil fuels,
poor nutrition and an overly drug-prescribed population
are problems with solutions. I search out companies
whose goal is to impact those problems and create
a beneficial social footprint.
Professional Affiliations
I am a member of First Affirmative
Financial Network, LLC (FAFN) and the Social Investment
Forum. Securities offered through Portfolio Resources
Group, Inc., member FINRA, SIPC, MSRB. OSJ
(or Office of Supervisory Jurisdiction) - 128 N.
4th Street, P.O. Box 667, Lewisburg, PA 17837; 570-524-5604.
Education and Experience
I hold a General Securities Registration (Series 7), Registered
Principal's Registration (Series 24) and Insurance
License. I received a Bachelor's in Education 1975
(University of Arizona) and Masters in Education
1978 (University of Arizona). I have managed social
client portfolios since 1989 and since 2003 have
been the portfolio manager for First Affirmative's Generation
High Impact folio.
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