Professional Focus and Services

I specialize in sustainable investment strategies for socially and ecologically conscious people and organizations—wealth management for the good of people and the planet.

I take care to build trusted relationships with my clients. I know your dreams, goals, and values are all part of your relationship with money and, if you are like most, that relationship has its ups and downs. I have 30 years of experience providing personal, professional financial advice that will see you through good times and challenging times.

At First Affirmative, we design customized sustainable portfolios that are tailored to realize your and your organization’s financial goals—education funding, retirement planning, estate preservation, and endowment growth and preservation. They are also tailored to match your personal values and social concerns—fair trade and fair compensation, equal and just labor policies for women and minority groups, clean air, alternative energy, water preservation, organic farming, animal protection, spreading peace.

Professional Affiliations

• Investment Advisory Representative, First Affirmative Financial Network, LLC
• Professional Member, American Institute of Certified Public Accountants
• Professional Member, New York State Society of CPAs
• Custodial Affiliations: Charles Schwab & Co., Inc. and
• Foliofn Investments, Inc.
• Member, Social Investment Forum
• Member, Green America

Education and Experience

Gary began his career as a CPA, tax and financial planner with Arthur Andersen & Co. in 1979. Working with individuals, closely held companies, and not-for-profit organizations, he was promoted to manager in 1983 and remained with the firm as an experienced tax and financial consulting manager until 1987. He went on to become a Partner and Director of Taxes for a Regional CPA firm in Albany, New York, again working primarily with closely-held companies, partnerships, and individuals. His practice has specialized in sustainable investment strategies since 2000.

Gary received his PhD in social ethics from Union Theological Seminary in New York, and his MS in accounting from the State University of New York at Albany.

Community Involvement

Gary has been involved in many progressive community and religious activities. For a number of years, he was an adjunct professor at Drew University in New Jersey teaching courses in business and ecological ethics. He has served as the environmental and economic justice coordinator for the Greater New Jersey Board of Church & Society of the United Methodist Church, and as Treasurer and member of the vestry of the Church of the Redeemer in Morristown, New Jersey. Currently, Gary is Treasurer and serves on the executive committee of the board of directors of GreenFaith, a New Jersey and New York metro area interfaith coalition for the environment.

Personal Notes

Gary has a passion for the martial arts and is a black belt instructor in the traditional martial art of moo doe, Oom Yung Doe style. He and his wife, Lisa, live in Madison, New Jersey.

Disclaimer
Investment Advisory Representative of First Affirmative Financial Network, LLC
First Affirmative is an independent Registered Investment Advisor (SEC File #801-56587).
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