Location/Contact

    Account Minimum: $100,000.

    Independent, fee based, Accredited Wealth Management Advisor, focused on client centric solutions through fossil fuel free portfolios dedicated to shareholder activism Seeks long term relationship with financially responsible clients who want to change the world for the good of all humanity. Member of First Affirmative Financial Network

    Securities offered Through Geneos Wealth Management Inc. Member FINRA/SIPC Advisory Services offered through Geneos Wealth Management, Inc. and Ascendant Financial Solutions.