Harry helps socially and environmentally conscious investors define and achieve their highest goals. He enjoys working with creative, thoughtful, and intentional people who ask, “the big questions” and lead interesting lives. Harry helps them to secure their financial future and make a positive impact with their money on their community and the world.

Approach

Harry’s approach to financial and life planning and asset management focuses first on client needs and values. With this solid foundation, he then crafts, implements, and monitors strategic action plans to help them achieve their goals. Helping clients accomplish what is truly important to them is highly energizing and rewarding, but also challenging. Harry embraces his fiduciary duty and feels that developing collaborative, transparent long-term client relationships is the key to success.

Services

Harry offers four main services:

Financial/Life Planning Retirement Planning Sustainable, Responsible, Impact (SRI) Investment Management Mission-related Investment Consulting Services for Non-Profits, Endowments and Foundations Additionally, Harry conducts ESG/Impact investing workshops for groups and offer customized environmental, social and governance screening of existing or proposed investments.

BA, SUNY Albany, 1985CERTIFIED FINANCIAL PLANNER™ designation, 1991 Accredited Investment Fiduciary® designation, 2004 New York State Life, Disability & Health Insurance licensed, 1987 Certified Financial Transitionist (Ce FT) candidate

Past Board Member, Finance Committee, Community Loan Fund of the Capital Region Past Treasurer, Center for Donation & Transplant Board of Trustees, Finance Committee Chair, Galway Public Library Past Treasurer, Unitarian Universalist Congregation of Saratoga Springs (UUCSS)Chair, UUCSS Planning Committee and Member, Endowment Committee Past Board Chair, Sustainable Saratoga Co-Chair, Sustainable Saratoga Land Use Committee Past Finance Committee, Waldorf School of Saratoga Springs

Affiliations: Selling Group Member, First Affirmative Financial Network Member, US SIF (since 1998)Member, Green America Green Business Network Founding President, Northeast NY Chapter, Financial Planning Association Past President, Capital District Chapter, International Association for Financial Planning