Socially Responsive Investment Advisor

• Aug 2012 - Present

I support women with progressive values who want to feel confident and aligned in their money life with a Smart AND Soulful approach to investing. As a part of Natural Investments, I provide fee-only services to clients who want to create positive impact in the world while working toward their investment goals. Natural Investments is committed to helping motivated investors create portfolios that reflect their own social priorities and concerns, generating healthy returns while cultivating opportunities to make a difference. Natural Investments combines the expertise and experience of twelve financial advisors, each of whom is walking the talk in their own personal lives, active in their communities and using sustainable technologies in their homes. We've been leaders in the field of values-based investing for over 20 years, and wrote two of the leading books on the topic, Investing from the Heart (1992) and Investing With Your Values: Making Money and Making a Difference (2000). We're intimately familiar with all of the existing SRI stock and bond funds as well as many individual companies and community investments of special interest, and are continually on the lookout for new investments that more closely align with our clients' individual values. In response to diverse investor interests, we maintain several types of model portfolios, including some that place greater emphasis on the green economy, and a fossil fuel free portfolio for investors who specifically wish to avoid oil, gas, and coal industries. Show less

Socially Responsive Investment Advisor, CFP®

• Mar 2012 - Present

I'm a fee-only financial planner and a part of Just Money Advisors, a locally owned financial planning business. I help people who care about their impact in the world achieve their financial goals while connecting their financial choices with their progressive values. I'm a fee-only financial planner and a part of Just Money Advisors, a locally owned financial planning business. I help people who care about their impact in the world achieve their financial goals while connecting their financial choices with their progressive values.

Founding Member

• Jun 2013 - Jun 2018

As a community volunteer, Carrie is a founding member of Slow Money Kentucky. She is working with community members in the Louisville area to build a network of local investors which support local food businesses to create a thriving local foodshed. As a community volunteer, Carrie is a founding member of Slow Money Kentucky. She is working with community members in the Louisville area to build a network of local investors which support local food businesses to create a thriving local foodshed.

Sustainable Beekeeper

• May 2008 - Jan 2017

Fleur-de-bee beekeeping provides education and coaching to new beekeepers. Carrie VanWinkle, owner and urban beekeeper, is an experienced coach and educator. She is specialized in urban and natural beekeeping. She has provided consulting to local hobby farm and gardening businesses, classes in urban beekeeping, on on one consulting to new beekeepers, and is focused on supporting a healthy honey bee population. Fleur-de-bee beekeeping provides education and coaching to new beekeepers. Carrie VanWinkle, owner and urban beekeeper, is an experienced coach and educator. She is specialized in urban and natural beekeeping. She has provided consulting to local hobby farm and gardening businesses, classes in urban beekeeping, on on one consulting to new beekeepers, and is focused on supporting a healthy honey bee population.

Board Member, President - 2014

• Jan 2013 - Dec 2014

www.kyanabees.com www.kyanabees.com

Consultant

• Jul 2010 - Jan 2013

Brings expertise in asset building, financial coaching, financial education and nonprofit managment to individuals and nonprofits. Have provided consulting to Louisville Asset Building Coalition, Southern Indiana Asset Building Coalition, and Kentucky Office for Refugees to develop thier asset buildling programs and services. Also currently serving as a financial coach with Women 4 Women and Southern Indiana Asset Buildling Coalition. Brings expertise in asset building, financial coaching, financial education and nonprofit managment to individuals and nonprofits. Have provided consulting to Louisville Asset Building Coalition, Southern Indiana Asset Building Coalition, and Kentucky Office for Refugees to develop thier asset buildling programs and services. Also currently serving as a financial coach with Women 4 Women and Southern Indiana Asset Buildling Coalition.

Member, CNPE Annual Conference Planning Committee

• 2008 - Jan 2013

Board Member, Treasurer

• 2011 - 2013

Consultant/ Financial Coach/ Certified Credit Counselor

• 2010 - 2013

Volunteer Financial Coach

• 2010 - 2011

Program Manager - Counseling and Education

• Apr 2008 - Jul 2010

Associate Director

• Apr 2001 - Mar 2008

Member

• 2001 - 2008

Class of 2007 Alum

• 2006 - 2007