Aligning the State's Money with Our Values
As a Certified Financial Planner, Accredited Registered Fiduciary and Registered Investment
Advisor, I am an investment, insurance and tax advisor who has been practicing
responsible investing (SRI) in Westport, CT since discovering the concept at a Quaker
conference in 1986 and joining First Affirmative
Financial Network in 1990. SRI ($2.1 trillion in the US alone) is growing more rapidly
than the wider investing world.