Bio

I started my career as a tax consultant at a major accounting firm in 1979, became a CPA in 1981, and thought I was in career heaven, for a while. Over the years, however, I noticed things that troubled me:

• I was working long hours with little job security.
• Many of my clients were greedy and I didn’t really like them.
• Many of my clients were financially successful but unhappy and unfulfilled.
• My expertise was in an increasingly complex and incomprehensible tax law and I had very little positive news for my clients.
• While my clients wanted me to show them how to avoid their tax responsibilities, I was just trying to keep them out of trouble.

My early mid-life crisis arose out of two core questions: Is there a better way to do business? Is there a better way for me to do business?

My quest to answer these questions led me back to graduate studies in seminary, but instead of being ordained a minister I studied and wrote about economic justice in a field called social ethics, in which I earned a PhD. In the middle of my career, with a background in taxes and financial planning and a newly minted PhD in this thing called ethics, I now asked myself, “What do I really want to be and do in the world?”

• I wanted to stay in business, but in the right kind of business.
• I wanted to work with people who care about others and the planet.
• I wanted to work with people I liked and for whom I had genuine respect.
• I wanted to do something I was passionate about.
• I wanted to do something important, that would be part of the solution for the things that ail our society and our planet.

So I began my practice in sustainable and responsible investing, and today I have a thriving practice filled with clients who care – who care about themselves, their families, about other people they don’t even know, about the planet, and even about me!

Together, we do something very important. We invest our wealth in our collective future, and in the kind of world we want our children and grandchildren to live in. Come and join us!