Our Network
Our Network of socially responsible investment consultants is a national group
of committed individuals who are ready to help you with your inquiries. All of
our Network members are registered professionals with Financial West Group, a
FINRA registered Broker/Dealer and SEC registered Investment Advisor; many are
involved in environmental and social justice projects in their own communities.
California
Berkeley
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George Gorman
800-471-7244
510-587-0800
Duncan Meaney
800-743-9742
510-644-9484
dmeaney@fwg.com
www.socialequity.com
Ian McCleod
800-743-9742
510-644-9484
imccleod@fwg.com
www.socialequity.com
Ron Freund
800-743-9742
510-644-9484
rfreund@fwg.com
www.socialequity.com
Lodi
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Belinda Duran
866-205-8508
209-339-8276
bduran@fwg.com
Nevada City
--------------------
Aaron Atwell
888-478-77418
aatwell@fwg.com
Oakland - Downtown
--------------------
Eric Leenson
800-701-4713
510-622-0202
eleenson@fwg.com
Mehul Thakker
800-701-4713
510-622-0202
mthakker@fwg.com
San Francisco
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Sue Guynn, CFP®
415-215-6715
sguynn@fwg.com
San Rafael
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Marla Malaspina, CFP®
415-458-1610
mmalaspina@fwg.com
Santa Rosa
--------------------
Fred Ptucha
707-575-9680
fptucha@fwg.com
Thomas Ray
707-575-1281
tray@fwg.com
Andy Schexnaydre
707-575-6932
aschexnaydre@fwg.com
Sebastopol
--------------------
David Meucci, CFP®, ChFC
707-824-0605
dmeucci@fwg.com
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Colorado
Conifer
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Joshua Mischke
970-560-1531
jmischke@fwg.com
Golden
--------------------
Ken Jacobs CFP®
888-378-3886
kjacobs@fwg.com
Georgia
Greensboro
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Jackie Cabe
877-355-3050
706-486-4218
jcabe@fwg.com
Illinois
Urbana
--------------------
Russell A. Rybicki
866-392-8142
217-239-2399
rrybicki@fwg.com
Indiana
Nashville
www.lbstant.com
--------------------
William Stant
800-878-6454
812-988-6793
wstant@fwg.com
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Iowa
Fairfield
www.creatingwealthresponsibly.com
--------------------
Hal Masover
800-509-9096
641-469-4000
hmasover@fwg.com
Joan Masover
800-509-9096
641-469-4000
jmasover@fwg.com
Stuart Valentine
800-509-9096
641-469-4000
svalentine@fwg.com
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Maryland
Baltimore area
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Richard Torgerson
410-751-7054
rtorgerson@fwg.com
Bethesda
--------------------
Barry Wind
301-646-0609
bwind@fwg.com
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Massachusetts
Arlington
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David Schreiber, CFP®
800-327-7003
781-239-1187
dschreiber@fwg.com
Medford
www.rainbowsolutions.us/
--------------------
Donna Clifford
781-391-6455
dclifford@fwg.com
Wellesley Hills
www.pamboston.com
--------------------
Eric Packer
800-327-7003
781-239-1187
epacker@fwg.com
West Whately
--------------------
Rob Libon
877-219-6888
413-665-6888
rlibon@fwg.com
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Michigan
Traverse City
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Jeff Howell
800-499-3000
231-933-4396
jhowell@fwg.com
Mecky Howell
800-499-3000
231-933-4396
mhowell@fwg.com
Ann Arbor
--------------------
Emily Bowen
800-269-8639
734-213-2888
ebowen@fwg.com
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Minnesota
Red Wing
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Jesse Eiynck
651-338-1971
jeiynck@fwg.com
Zumbrota
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Dave Zimmerman
507-732-4609
dzimmerman@fwg.com
New Hampshire
Newfields
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Hunter Brownlie
888-233-0548
603-659-7626
hbrownlie@fwg.com
Mike Smith
888-759-0756
603-418-8662
msmith@fwg.com
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New York
New York / Downtown
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Jack Bradin
888-645-1749
212-349-4172
jbradin@fwg.com
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Oregon
Central Point
www.protectmoney.com
--------------------
Laura Winslow
541-245-9006
lwinslow@fwg.com
Ed Winslow
541-245-9006
ewinslow@fwg.com
David Winslow
541-245-9006
dwinslow@fwg.com
Clackamas
www.celiamueller.com
--------------------
Celia Mueller, CFP®
1-866-656-1649 (toll free)
503-656-1644
cmueller@fwg.com
Salem
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Aline Autenrieth
301-588-5399
503-991-5379
aautenrieth@fwg.com
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Pennsylvania
West Chester
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Josh Slaybaugh
610-563-5484
jslaybaugh@fwg.com
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Vermont
Wells (between Manchester and Rutland)
www.pamvermont.com
--------------------
Todd Walker
802-325-2200
twalker@fwg.com
Wisconsin
Elm Grove
--------------------
James A. Ciurlik C.P.A.
414-688-3553
jciurlik@fwg.com
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Progressive Asset Management and Financial West Group are
affiliated entities.
Progressive Asset Management
1814 Franklin Street, Suite 503, Oakland, CA 94612
(800) 786-2998
Member FINRA/SIPC |
