Planning and Investing for a Sustainable Future. I am a passionate investor, advisor, and financial planner. I build rewarding relationships with my clients based on a true partnership of mutually shared values, goals, and interests. I have been an Investment Advisor for investment firms and financial professionals, and I now work directly with family, friends, and members of my community. I help my clients invest in a sustainable manner that reflects their own unique values; across public and private investments in stocks, bonds, and real estate.