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I create customized solutions for each client and business based on your unique needs. Wherever you are on your sustainability journey, I meet you there with support, strategies and systems that take you and your business to the next level and beyond.


  • Are you a professional that wants to be more effective working with your team and exceeding your sustainability goals?  

    • Career/Leadership assessments;

    • Strategic advisor to entrepreneurs, family foundations, nonprofits and businesses integrating and operationalizing sustainability and responsible leadership through values based alignment generating higher returns and improved practices.

    • Values alignment work in sustainability, impact and socially responsible direct investments across asset classes;

    • Operationalize sustainability and impact in portfolios and businesses and across practices

    • Experience with and knowledge of sustainability/ESG/CSR reporting methods in general, such as Sustainability Accounting Standards Board (SASB), Global Reporting Initiative (GRI), Dow Jones Sustainability Index (DJSI), CDP, EcoVadis, MSCI, Sustainalytics, ISS, etc.;

    • Familiarity with corporate disclosure frameworks, the socially responsible investment community, and the environmental and sustainability issues relevant today;

    • Knowledge of various reporting frameworks (e.g., GRI, SASB, CDP, TCFD) and investor-preferred evaluations (e.g., MSCI, Sustainalytics, ISS);

    • Knowledge of EU specific ESG regulatory requirements and ability to proactively provide guidance on evolving trends;

    • Systems & team building

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sustainability minded


  • Are you a Board member or non profit leader looking to improve your sustainability leadership for you and your organization?

    • Board & advisory board capacity building

    • Committee, funding & systems strategies

    • Financial efficiencies

    • Frequent speaker/contributor on sustainability and impact at UHNW conferences.



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  • Are you a professional open to aligning your actions with your values?​

    • Values assessment

    • Personal, professional & systems values alignment

    • Sustainable and values resource guidance

In Your community
Philanthropy Corpus
Greater Good
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