Terra Blue Wealth Management

December 13, 2019

I am writing to announce some important changes for my firm. Effective this month, I have brought in a business partner, Vanessa Jilot, who brings a youthful perspective as well as more than 10 years of experience as a financial planner - the best of both worlds. Vanessa and I met as we were working with the Financial Planners Association in providing pro bono financial planning to Santa Rosa fire victims a little over a year ago. As we got to know one another, we realized that there was a synergy in our values, our sense of purpose, and our life’s path.

Please join me in welcoming Vanessa Jilot, CFP® professional to our new firm! We are combining our practices to form a new firm called Terra Blue Wealth Management. This new firm name reflects this new partnership and our focus on environmental, social, and responsible corporate governance (ESG), in our investment selections. Vanessa and I share a passion for planning for a future for our clients as well as for the legacy of our clients in terms of how your investments impact the health of the planet and humanity. We are excited about the opportunity to contribute to our local community as an integral aspect of our company vision. Together we will have more resources, a business continuity plan, and a robust team, all of which will allow us to serve you better.

For our clients, these changes will require no changes in your portfolio or the services we provide, other than to add options should you choose to participate and to enhance the services that you are accustomed to receiving from us. We will remain at my current office location and all phone numbers remain the same.

Our new website address: www.terrabluewm.com – please note that the website will be a work in progress for a few weeks until we are fully transitioned.

I am confident that you will find these practice enhancements beneficial and as exciting as we do. Please feel free to reach out to us if you have any questions, comments, or concerns about this exciting information.