As a Financial Advisor and holder of the Chartered SRI Counselor designation, I focus on offering a customized wealth management approach that incorporates Sustainable, Responsible, and Impact (SRI) considerations to help ensure that my clients are generating positive social and environmental impact while also pursuing their financial goals. *CSRIC / Chartered SRI Counselor are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. *Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. 