WHO WE ARE
We help people align their money with their values by making socially responsible choices. Our clients invest in what matters to them and make a difference in society by using the power of shareholder advocacy. Placing core beliefs at the center of the financial planning process helps you make better long-term decisions with your assets. The variety of ethical options we provide means you don't have to choose between your values and investment performance.
OUR CORE VALUES
Our clients are our friends and they come first, always
A commitment to positive social change and environmental impact
Mutual respect, trust, and dignity in all relationships and family structures
Collaboratively create a comprehensive, customized plan with our clients
Personalized approach to help clients invest in what they care about
policies that are innovative, transparent, and fair
Honesty and integrity with proactive ethics
Continuous growth towards excellence
Embracing diversity, community, and giving back
Joyfully practicing ethical abundance
Michelle Wilson, AIF™
Michelle lives in a cabin on thirty wooded acres. Her goal is to have a self-sustainable lifestyle by the time she retires. After years in corporate banking, she came to the realization that finding peace in retirement doesn’t mean having the most money; it means surrounding yourself with nature, community, and those you love. Michelle is happy that with Athens Impact Socially Responsible Investments, she is doing something that matters and makes a difference in the world.
Teresa lives in a tiny house on a farm. Her goals are to be happy, healthy, and kick-ass (whatever that means). At home, she spends time gardening and taking walks with her partner. Her dream is that retirement will bring many global adventures. Teresa is working towards financial coaching because she wants to help make a difference in people's lives. Teresa is the best Administrative Assistant we could ask for-she's also clearly in charge of the website.
Michelle has over 20 years of experience in the financial services industry. She founded Athens Impact to deliver a comprehensive wealth management experience to clients focused on ethically and socially responsible investing principals. She earned her Accredited Investment Fiduciary certification and holds FINRA series 7 and 66 licenses.
• FINRA: Registered Representative Series 7
• FINRA: Uniform Services Agent Series 66
• 20+ years of experience, started in financial services in 1992
• Licensed Agent: Life, Health, & Long-Term Care Insurance
• BS in Business Administration, Thomas More College (KY)
• Completing Masters in Financial Planning at NDSU
Teresa has been working as an administrative assistant at Athens Impact for several years. She completed her bachelors degree at Ohio University this year. Since then, she began studying for her series 65 license so she can begin working as a financial advisor and coach. Her primary focus will be with clients who are working to get out of debt, begin saving, and improve their quality of life. She is looking forward to rolling out a financial transformation program early in 2020.
• BS in Integrated Healthcare Studies
• AS in General Sciences
• AS in Liberal Arts
• Studying for financial coaching certification & series 65 license