Making Wealth Matter
At KLD Wealth Management, giving back is at the heart of what I do.
Through the KLD Cares initiative, I turn purpose into action—donating 10% of annual profits to impactful charities and supporting causes my clients care about. With every client I serve and every referral I receive, that commitment to meaningful change grows deeper.
Together, we can build a better future—one life, one community at a time.
The KLD Cares Promise
I believe true wealth isn’t just measured in numbers—it’s measured in impact.
That’s why I created the KLD Cares Promise, a cornerstone of my values-driven approach to financial planning and investment management. Through this promise, I commit to donating 10% of annual profits to charitable organizations that make a real difference both globally and here in Ohio.
My Charity Partners
World Central Kitchen → delivering meals in the wake of disasters and helping communities rebuild with dignity.
Equal Justice Initiative → fighting for fairness and legal representation for the wrongly incarcerated and marginalized.
Dayton Children’s Hospital → providing hope, healing, and high-quality medical care to children in our region.
This promise is more than just writing a check—it’s about living out the belief that financial success should always go hand in hand with social responsibility.
Every time you partner with KLD Wealth, you’re not just planning for your future—you’re helping build a better one for others.
I don’t give because I have to. I give because it’s the right thing to do.
This is my promise. This is KLD Cares.
The KLD Cares Referral Initiative
Relationships are at the core of my work. When a client introduces me to a friend, colleague, or family member, I see that as one of the greatest compliments possible.
To honor that trust, I created the KLD Cares Referral Initiative—turning your introductions into something even more meaningful.
How It Works:
For every successful referral that becomes a client, I’ll donate $100 to one of my KLD Cares charity partners:
World Central Kitchen
Equal Justice Initiative
Dayton Children’s Hospital
There’s no limit. Whether you refer one person or ten, each successful connection means more support for causes that truly change lives.
Why It Matters:
Your referrals do more than grow my practice—they expand our collective impact.
✨ You connect someone you care about with a financial partner you trust.
❤️ I say thank you with a donation that gives back to the community.
Who Can You Refer?
Anyone who could benefit from values-based financial planning:
Friends looking for a fresh financial perspective
Family members entering a new life stage
Colleagues getting serious about retirement or investing
Fellow Gen Xers or Millennials juggling careers, kids, and future goals
How to Get Started
Sharing is simple: just send me a quick message with your referral’s name and contact information—or introduce us directly by email. I’ll take it from there with care and professionalism.
Interested
in Working Together?
Get started in 3 easy steps
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Our initial meeting is all about you, your goals, and your questions, so that we can determine if we are potentially a good fit.
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I will create a personalized, high-level overview for you so that you can get a feel for the process. Whether we work together or part as friends, this overview will be yours.
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We review your planning overview and discuss how you can start focusing on your ideal retirement lifestyle and worry less about your finances. This is a NO PRESSURE meeting. No sales pitch, no commitments.
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During your strategy session we will complete your planning overview including opportunities to achieve your goals and dreams. I will not ask you to decide then and there. The goal is to take the evening and decide if the results are what you want.
We schedule a quick meeting for the next day to see if you have any questions and see if you want to get started.
Either way, the plan is yours. No strings attached.