Natural Investments

Andy Loving is a CFP® with 26 years of industry experience. He is based in Louisville, KY, and has worked with First Affirmative Financial Network, LLC for 13 years prior to his current role at Natural Investments. Natural Investments is a values-focused advisory 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 a long-term investment approach using socially responsible funds and community investment instruments.

Brittany Damico is a financial advisor at Natural Investments with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including O-Six Impact Partners LLC and The Wealth Consulting Group. Outside of finance, she has been 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 emphasizes asset-class diversification and socially responsible investing, managing approximately $2.05 billion with a team of 24 advisors.

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 financial advisor at Natural Investments in Duluth, MN, holding a Series 66 designation and with 16 years of industry experience. He has worked at Natural Investments since 2016 and previously spent six years with Kms Financial Services, Inc. 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 emphasizes asset-class diversification and a long-term investment approach using socially responsible funds and other vehicles, and it is organized as a public-benefit LLC governed by a perpetual purpose trust.

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 Series 65-licensed financial advisor with nine 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 emphasizes asset-class diversification and socially responsible investing within a long-term framework, managing approximately $2.05 billion through a team of 24 advisors.

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 with Natural Investments in Denver, CO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior experience includes roles at Fred Alger & Company and several specialized firms focused on impact and ESG investing. 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 a long-term approach using socially responsible investments and integrates client values into financial planning and portfolio management.

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® with 10 years of industry experience, currently serving as an advisor at Natural Investments since 2020. She has worked at Strategy Squad since 2016 and was previously employed by Qualified Planning and Carrie Productions, Inc., where she continues to consult part-time on social media and website maintenance for the entertainment and media business. Natural Investments is a values-focused firm that provides financial planning and portfolio management for individuals, including high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and a long-term approach using socially responsible investments, operating under a unique structure as a public-benefit LLC owned by a perpetual purpose trust.

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 financial advisor at Natural Investments with 17 years of industry experience. She holds the Series 65 designation and has been with Natural Investments since 2009. 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 using a long-term, diversified investment approach centered on socially responsible funds, and operates as a public-benefit LLC owned by a perpetual purpose trust.