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.
I have developed a world view by
Born in Burbank, CA, I have visited or lived in 47 states, 6 Canadian Provinces and 25 other
countries on four continents. While attending USMA (West Point), University of Maryland and
University of Texas, I earned a BA in International Economics and completed extensive
graduate work in business administration (MBA). My wife Marie-Claire and I have been married
for 36 years. We have a son who works as an environmental engineer in Cambridge, MA and a
daughter who is the co-owner of Splash Event Planning in Denver, CO.
- living in Japan as a child
- working in Germany collecting garbage and in Togo, West Africa teaching high school geography and history
- maintaining fluency in French
- acquiring perspectives from many parts of the world.
I worked in corporate America for eleven years before realizing that I would much prefer
helping individuals and small companies to both prosper and help the whole world prosper in
the complicated and ever changing world of income taxes, insurance, mutual funds, stocks,
bonds and other financial instruments.