Hi there.  I'm Carey, a financial advisor and philanthropic consultant with a long-time passion for understanding how using money well can fundamentally reshape the world.  I really enjoy working with people who have dedicated their lives to making their world a better place through service, art, education, and philanthropy.  These are all areas I know well. I started my career managing rock bands and helping musicians sort out their own money. The personal finance bug bit me and I joined a huge investment firm to learn that side of things. While the big corporate life wasn't the best fit for me,  I also became really interested in how our every day spending and investment choices can really impact the community.  So I changed gears to the nonprofit sector, leading a a hunger nonprofit, launching a citywide financial counseling program, and directing a private foundation focused on economic empowerment for women.  One of the things I get most excited about is the potential for change through mission-aligned  and socially responsible investing.  In my humble opinion, doing good and doing well are not mutually exclusive.

I live in Mt. Airy with my husband and my crazy cats, Grover and Gomer. I can often be found noodling around the garden, traveling to exotic locales, or reading a mystery novel.

I am a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant^®, and a Chartered SRI Counselor^®. I also have a BA in History from Georgetown and a Masters in Sustainable Development from the School for International Training in Vermont.  

^{Photo credit: Matthew Hamilton}

Hi, I’m Megan.  I've had the joy of spending most of my career helping people master their finances in one way or another.  I truly enjoy demystifying the concepts of investing and personal finance for people and helping them make confident decisions.  I'm a helper and educator by nature.  In fact, part of my career was spent working at some excellent Philadelphia-based nonprofits that help people from all kinds of backgrounds overcome financial challenges.  

I believe that the seemingly mundane decisions we make about the money that passes through our lives each day can have a profound impact on our lives and our world.  I have a background in social work that I draw on to help people become more mindful about those decisions and make plans that live up to their values, goals, and ideals. 

I am a CERTIFIED FINANCIAL PLANNER^TM professional and a Certified Student Loan Professional.  I also hold a  Masters in Social Work from Temple University.  I live in South Philadelphia with my quirky husband, clever daughter, and cheerful son. On my favorite days you can find me wandering around Passyunk Avenue, slinging kettlebells, or heading down the shore.

^{Photo credit: Matthew Hamilton}