Natural Investments

Andy Loving is a Certified Financial Planner® with 26 years of industry experience, currently serving at Natural Investments in Louisville, KY. He has worked at First Affirmative Financial Network, LLC since 1999. Natural Investments is a values-focused advisory firm that serves individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm employs a long-term, diversified investment approach centered on socially responsible funds and community investments, managing approximately $2.05 billion through a team of 24 advisors.

Brittany Damico is a financial advisor at Natural Investments with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including O-Six Impact Partners LLC and ACA Global. Outside of her advisory career, she has worked as a yoga instructor since 2019. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm manages approximately $2.05 billion and emphasizes asset-class diversification and socially responsible investments within a long-term, Modern Portfolio Theory-based framework.

Kirbie Crowe is a Series 65-credentialed advisor with eight years of industry experience, currently practicing at Natural Investments since 2017. Prior to joining Natural Investments, Crowe worked at Goodwill for three years. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, institutions, and charitable entities. The firm employs a long-term, diversified investment approach emphasizing socially responsible investments and operates under a unique ownership and governance structure as a public-benefit LLC with a perpetual purpose trust.

James Frazier is a CFP® with 24 years of experience in financial advising. He has been with Natural Investments since 2009. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and socially responsible investments, managing approximately $2.05 billion through a team of 24 advisors.

Ryan Jones Casey is a Series 66-registered advisor with 15 years of industry experience. He has been with Natural Investments since 2016 and previously worked at Kms Financial Services Inc from 2010 to 2016. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm employs a long-term, diversified investment approach centered on socially responsible funds and offers both discretionary asset management and project-based financial planning.

Michael Kramer is a financial advisor at Natural Investments with 25 years of industry experience. He holds the Series 65 designation and has been with Natural Investments since 2001. Natural Investments is a values-focused advisory firm managing approximately $2.05 billion for individual clients, institutions, and charitable entities. The firm emphasizes asset-class diversification and socially responsible investing through a long-term approach consistent with Modern Portfolio Theory.

Joel Koerner is a financial advisor at Natural Investments in Louisville, KY, holding a Series 65 designation with eight years of industry experience. He has been with Natural Investments since 2015. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors, emphasizing asset-class diversification and long-term investment strategies consistent with Modern Portfolio Theory, primarily using socially responsible funds and community investment instruments.

Sylvia Panek is a financial advisor at Natural Investments with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Natural Investments since 2018, following roles at Cambridge Investment Research and her own advisory practice. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and long-term investment strategies using socially responsible funds and community investment instruments, managing approximately $2.05 billion through a team of 24 advisors.

Kate Poole is a financial advisor at Natural Investments with seven years of industry experience. She holds a Series 65 designation and has worked at Natural Investments since 2018, following prior roles at RSF Social Finance and Regenerative Finance. Natural Investments is a values-focused firm serving individual clients—including high-net-worth households—institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes asset-class diversification and long-term investment strategies primarily utilizing socially responsible funds and community investment instruments.

Harold Brill is a financial advisor at Natural Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with First Affirmative Financial Network LLC and Natural Investment Services, Inc. since 1999. Natural Investments is a values-focused advisory firm serving individuals—including high-net-worth households—as well as institutions and charitable entities. The firm emphasizes asset-class diversification and a long-term investment approach using socially responsible mutual funds, ETFs, and separately managed accounts, managing approximately $2.05 billion across a team of 24 advisors.

Daniel Carreno is a financial advisor at Natural Investments with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fred Alger & Company and Ethos ESG. He is also involved with O-Six Impact Partners, LLC. Natural Investments is a values-focused advisory firm providing financial planning and portfolio management primarily for individuals, including high-net-worth households, as well as institutions and charitable entities. The firm emphasizes asset-class diversification and long-term strategies using socially responsible investments, operating under a public-benefit structure with a unique ownership model.

Christopher Peck is a financial advisor at Natural Investments with 20 years of industry experience. He holds a Series 65 designation and has been with Natural Investment Services, Inc. since 2003. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, institutions, and charitable entities. The firm employs a long-term, diversified investment approach centered on socially responsible funds and community investments, managing approximately $2.05 billion through a team of 24 advisors.

Nicole Holloway is a CFP® professional with 10 years of industry experience. She is currently with Natural Investments, where she has worked since 2020, and also maintains a consulting role involving social media and website maintenance for Carrie Productions, Inc., an entertainment and media business she has been associated with since 2010. Before joining Natural Investments, she worked at Qualified Planning and Strategy Squad. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm employs a long-term, diversified investment approach using socially responsible funds and offers both discretionary asset management and project-based financial planning through a team of 24 advisors.

Gregory Pitts is a Series 65-licensed advisor with Natural Investments in White Plains, NY, where he has worked since 2011. He has 4 years of industry experience. Natural Investments is a values-focused advisory firm serving individual clients, institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes socially responsible investing using diversified portfolios aligned with client goals, risk tolerance, and social or environmental restrictions.

Malaika Maphalala is a Series 65-licensed financial advisor with 16 years of industry experience. She has been with Natural Investments since 2009. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm employs a long-term, diversified investment approach centered on Modern Portfolio Theory, using socially responsible funds and community investment instruments.