My passion is to help clients invest in a way that aligns with their values.

This passion began with early lessons about money from my parents. For instance, I was introduced to the value of money through saving and investing. One memorable example is that half of my allowance was designated as mine to spend right now on whatever I wanted; however, the other half was saved for later in my bank account. However small the numbers, the feeling of accomplishment I took from watching my bank account grow was infectious.

While my parents were teaching me the value of saving for my own benefit, they also instilled in me the value of giving back. Always leading by example, their influence inspired my adult interest in a lifetime of service to others. Ultimately my career path became the lynchpin that helped me to discover that my choices about money could also reflect my personal values.

My career began in investment banking. This work provided me with the opportunity to learn about mergers and acquisitions, the capital markets, and the growing world of socially responsible, or impact, investing. The possibilities seemed endless to those of us working on a trading floor in Manhattan.

But I soon became disenchanted helping mega banks make money from other mega banks and needed to find a deeper purpose in my work. My discovery that my investments could serve as a resource to help me reach my personal goals and simultaneously work to advance society at large was transformative. I now align my expertise, my financial goals and my values in my work as an investment advisor.

As a Certified B Corp, my firm Entrust Financial believes in “doing well by doing good.” It is my honor to serve individuals and businesses looking to strike a similar balance, and to live their values through their investments.

Contact me at jennifer@entrustfinancial.com