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Financial Planning - Socially Responsible and Green Investing

Serving clients in Portland and throughout the Northwest

Looking for a way to align your investments with your values?

That's what I’ve been doing for clients for more than eight years. As a Certified Financial Planner ® specializing in sustainable, responsible and impact investing, I work with individuals, families, and small businesses.

Seeking a fee-based financial adviser? I offer hourly planning services as well as providing socially responsible investment management.

As a designated Behavioral Financial Adviser (BFA), I work with clients to help define their values and goals, to align their financial lives with those values and stay on track.

As part of the Progressive Asset Management Group and the First Affirmative Financial Network, my office has a broad array of tools to help you meet a variety of financial goals while at the same time making the world a better place. I also draw on the resources of Securities America and its parent company, Ladenburg Thalman, with 4,000 independent financial advisers around the United States. Ladenburg has been a member of the New York Stock Exchange since 1879.

Many of my clients want to make sure that their money is not invested in industries or companies that do not match their social values, whether it concerns climate, environmental, health, gender diversity, labor or other issues.

In 2013 our firm added Fossil Fuel Free portfolios to the lineup available for our clients as one of the ways we seek to combine financial and earth stewardship.

Want to make sure you are on track for the retirement you desire?

Need help with an income distribution strategy during retirement?

Want to “do well while doing good?”

I’m here to help.

Consistent with my values and those of my clients, I play an active role in climate, environmental and social justice causes in Portland and beyond, including shareholder advocacy.

My hobbies include nature photography – and many of the photos you see on the website were taken by me.

Find out more about where we are speaking on socially responsible investing, also known as sustainable responsible & impact investing.

Progressive Asset Management has provided Social & Environmentally Responsible Investment Strategies Since 1987.

Learn more