<p><strong>I am committed to assisting clients in obtaining the highest possible return on their investments while honoring their social values and personal goals. I ensure that my client's values and goals drive the financial planning process by building long-term relationships, providing timely and relevant information, and emphasizing straightforward and honest evaluation of clients' financial needs and goals. I have specialized in the area of socially responsible investment (SRI) for over 17 years.&nbsp; I have clients in Dallas/Fort Worth and make regular visits to the area.<br></strong></p>

This a description
P.O. Box 10550
86304-0550 Prescott , AZ
Phone: (800) 240-5913