I have been a Financial Advisor for over 25 years and my passion is helping clients plan and protect their financial future. My knowledge and experience will help guide decisions about your finances that are well-informed. I take pride in building relationships, understanding your priorities and objectives, and helping you achieve immediate and long-term financial goals. Together we will determine your current financial situation, define your investment and wealth management goals and build a plan designed to meet your individual needs.
Marketplace Access: Investment Consultant
Matthew Schmidt
Ted Jackson
E.T. Jackson and Associates is an international management consulting firm providing strategic planning, organizational learning, and performance assessment services in sustainable development to grant-makers and investors in the public interest in developed and emerging economies. Among the company’s current priority areas are jobs and gender in the energy transition, impact incentives in climate finance, affordable housing, fair food production, and community-university partnerships. Its President, Dr. Ted Jackson, holds Responsible Investment Professional Certification.
Chen Wang
Peter Kenny
Michael Suderman
Ryan Watson
Sandy Rose, CFA
I help investors find the modern slavery exposure they don’t know they have.
Modern slavery is one of the most financially material ESG risks that developed-market investors aren’t pricing in – and that’s what I work on.
I’m an independent consultant helping investors identify, assess, and act on human rights risks in their portfolios. My work includes modern slavery risk assessment during private equity due diligence, and helping public market investors develop and execute human rights-related proxy voting guidelines.
My background is in investments first, sustainability second. That sequencing matters: I speak the language of fiduciary duty and financial materiality, not advocacy. My goal is always to translate complex human rights realities into frameworks investors can actually use.
If you’re an investor who suspects this is a blind spot in your portfolio, I’d love to connect.