Serving conscientious investors since 2008
Independent Research
Retirement Solutions
Low Fees
Complimentary planning sessions for families of children with special needs
I love finding deals, and I don't want my investments destroying the planet. These ideals were combined to create an advisory practice mindful of the responsibilities of investing and ownership.
During a 28 year career in finance, I have worked as an equity analyst, bond trader, and intern. I graduated with honors from the University of Oregon with degrees in Psychology and Business Administration.
My wife Mallika, our daughters Acacia and Juniper, and our cat Oscar live in SW Bend. I currently serve on the City of Bend Advisory Accessibility Council (COBAAC).
Living Earth Investments provides financial and investment planning for conscientious investors. As a registered investment advisor, fiduciary duty is my top priority. This includes methodically evaluating investments, maximizing transparency and minimizing costs. Clients should expect peace of mind, convenience, and value.
Living Earth Investments is a Registered Investment Advisor headquartered in Bend, Oregon.