This free “happy hour” Zoom panel discussion will focus on how to decarbonize your money from personal investments and more. Join us to learn about putting your privilege and money in the service of creating real change on a system-wide level.
PANELISTS
Susan Estep, Willow Creek Capital Management, Inc.
A Montana native, Suzie began her more than 35-year career in financial services working on the trading floor of the New York Stock Exchange in 1981. In 1987 she joined J.P. Morgan and in 1989 became vice president of institutional sales and trading. Returning to Montana in 1992, Suzie joined the Missoula branch of A.G. Edwards. Six years later, she was a founding broker when Smith Barney opened a Missoula location, and in September 2005 Suzie moved to Merrill Lynch.
Suzie works with clients to develop a personalized financial strategy through customized portfolio management, tax and estate planning, and charitable giving to help position retention of their legacy assets.
Suzie and her husband have a son who lives and works in Seattle. She enjoys gardening and on warm, sunny days you can catch her on Orange Street walking her dogs!
Keith Fitchner, Edward Jones
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Whether you're planning for retirement, saving for college or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals and dreams.
I often meet my neighbors face-to-face and always offer a confidential, no-cost initial meeting to outline my clients goals and dreams. Helping people achieve their goals and dreams inspired me to become an Edward Jones financial advisor.
I graduated from the University of Montana with honors in 1998. That same year, I married my college sweetheart and we have been married for 22 years. We have two beautiful children who are active and keep us busy with their many sports and clubs. I enjoy playing golf and running (mostly half marathons). A long-term goal is to run the NYC Marathon one day.
The world also is changing, with environmental and social pressures growing more acute. The good news is there's a growing realization that sustainable companies can be part of the solution to today's global challenges such as climate change. Investors are coming to realize that companies can be differentiated based on how well they manage their environmental and social impact and the strength of their governance. I hope to make a difference to enjoy the planet and community I live in. I was born and raised in Montana. I enjoy a quiet day fly fishing on the many rivers in Montana. My family and I also enjoy hiking around Montana and camping. We make a point to visit Glacier National Park and hike each and every year.