Team Introductions

Eric Smith

Eric A. Smith, CFP®, AIF®

Seattle and Duluth Office, Director of Strategy & Advisory Services

(on sabbatical Spring and Summer 2017–please contact Ryan or Steve)
Phone: 206-782-1205
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Eric is responsible for executive management, investment consulting services, financial planning engagements, and operations.

“Thirteen years old and just received some stocks and cash gifts from generous relatives for my Bar Mitzvah–that’s when I began to think about what my investments were doing in the larger world. My sermon was about how important reputation is. Later, 17 years after I completed first grade at Calvert Street Elementary School in Woodland Hills, California, Wayne Silby and John Guffey, Jr. launched the coincidentally named Calvert Funds’ socially responsible mutual funds. And five years after that I launched a financial services practice to help people get their money invested prudently in some of those very funds.”

Professional & academic

Eric founded Goodfunds Wealth Management™ (formerly Eric Smith & Associates) in 1986. The practice was established to professionally and competently serve citizens wishing to participate in the new sustainable and responsible investing movement. Since then, hundreds of investors have benefited directly from his service and he also trained a number of SRI professional colleagues over the years. He sees his work as service to people and planet and a profession.Having met initial 1993 and ongoing standards of professional competency through the College for Financial Planning, Eric is a Certified Financial Planner® certificant. In addition, he holds the Accredited Investment Fiduciary® designation and is a Registered Investment Advisory Representative Series 65. He completed the Bachelor of Science in Business Administration (California State University Dominguez Hills). Prior to 1986 he worked as an independent accounting auditor.Since the beginning of the Social Investment Forum’s 1% For Community campaign, Eric’s practice has exceeded that level and is recognized as a “Community Investing Achiever” fighting poverty and restoring economic dignity to people all over the world. In 2004, Calvert Foundation recognized him with the “Advisor of the Year” award for community investing and First Affirmative Financial Network consistently awards him for “outstanding service to socially conscious investors.”

Business affiliations

Investment Advisory Representative of Natural Investments, LLC. Member of US SIF: The Forum on Sustainable and Responsible Investing since 1986. First Affirmative Financial Network Member since 1999. Registered with KMS Financial Services, Inc. 1988-2016. Participated on First Affirmative Financial Network’s Advisory Board. He is also a member of Green America Business Network, Seattle Philanthropy Advisors Network, and Financial Planning Association.

Community

Eric supports and volunteers with projects related to urban bicycling, urban sustainability initiatives, progressive politics, and community-based non-commercial media. He serves on the board of Sustainable Ballard. He was elected Precinct Committee Officer (D) in Washington’s 36th Legislative District in 2004 and ran the Area Caucus attended by hundreds of citizens in the historic 2008 Primary.

He teaches classes and speaks on sustainable, responsible, impactf investing. He participates on committees of US SIF, sponsors programs of the Social Investment Forum Foundation, and served on the board of directors executive committee (treasurer) of a community foundation that supports activist, community-based organizations working for social, economic, and environmental justice across the Northwest.

Email

EricSmith[ a t ]NaturalInvestments[ d o t ]com


Ryan Jones-CaseyRyan Jones-Casey, MBA, AIF®, Accredited Asset Management Specialist

Seattle and Duluth Office, Director of Client Services

Phone: 206-782-1205
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As Director of Client Services, Ryan is responsible for our client investment account services, retirement planning projects, communications, and practice capacity building.

Professional & academic

Having met initial and ongoing standards of professional competency through the College for Financial Planning, Ryan is an Accredited Asset Management Specialist℠ certificant. He is an Investment Advisory Representative of Natural Investments, LLC.

Prior to joining Goodfunds Wealth Management™ in 2008 (which joined with Natural Investments, LLC in 2016) Ryan worked at Bank of America as an operations analyst in the Northwest premier banking and investments division. In that role, he developed innovative scorecards and reports utilized by managers to coach employees throughout the organization. He has also worked for non-profits including the Near West Little League in Chicago, IL and Trinity Church in Greenwich, CT.

Ryan earned a Master of Business Administration in Sustainable Business from Pinchot University (fka BGI). While attending Pinchot he developed an innovative business plan for a sustainable creamery, served as co-chair of the Diversity and Social Justice Committee, completed a one-year project with the city of Corvallis, Oregon implementing a carbon footprint reduction program, designed a change management plan focused on gender equity within the Entrepreneurship course series, and examined the financial impacts of potential carbon tax legislation on a publicly traded winery.

Community

Ryan is interested in helping grow the sustainable and responsible investment movement, particularly through community investing. He served as a board member of Bethany UCC, a progressive faith community located in the Beacon Hill neighborhood of Seattle.

Other interests include skiing, backpacking, bicycling, gardening with his spouse Kelsey, playing ultimate Frisbee, and cheering for the Seattle Sounders FC.

Email

RyanJones-Casey[ a t ]NaturalInvestments[ d o t ]com


Steve A. AlgiereSteve A. Algiere

Seattle and Duluth Office, Financial Services Associate

Phone: 206-782-1205
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As Financial Services Associate, Steve is responsible for supporting client services, research, communications, and special projects. He coordinates with our platforms and network of financial partners helping to ensure that each client receives the highest quality of service.

“I was raised in rural Missouri on a working family farm and learned about business first hand at my family’s owned and operated furniture store in Springfield Missouri. In the fall of 2009 I met my now mother-in-law, a successful financial advisor with Ameriprise Financial. It was her opinion that genuine compassion in the financial services field was sorely missing and with the intention of finding “where I fit” I switched careers from social worker to working in a financial planning support role. When my partner Julie was accepted into the Master’s program of fine arts at CCA in San Francisco, we moved to the west coast where I spent the next two years working in the “bigger is better” Wall Street financial services industry. It didn’t take me long to realize I was a round peg trying to fit in a square hole. In 2014 I decided to pursue a financial planning team that cared about environmentally-conscious investments and a healthy planet. When an opportunity to join the Goodfunds (now Natural Investments) Seattle team came up, my values for social well-being were finally aligned.”

Professional & academic

Steve is committed to increasing the social well-being for the most vulnerable members of our society. Prior to financial services he served in the non-profit sector as a social worker with young adolescents and adults with developmental disabilities to boost their confidence. He was an environmental advocate for the nonprofits Environment California & CalPIRG, and a bicycle courier for Postmates in San Francisco. In 2013 he obtained his General Securities Series 7 license. Before joining Goodfunds (which joined Natural Investments, LLC in 2016) he had three years of financial planning support experience at the corporate headquarters of Ameriprise Financial in the financial district of San Francisco and worked in a franchise office in Bremerton, WA.

Steve graduated with a B.Sc. double major in Sociology and Public Relations from Drury University, a small, liberal arts college in Springfield, Missouri in 2007.

Community

Steve and Julie live in Bremerton. They enjoy hiking, camping, and canoeing the many amazing parks across the region. They are both enthusiastic cyclists and are enjoying the wonder of discovering Seattle as well as the hidden natural gems of the Pacific Northwest. Steve volunteers with the Bremerton Foodline which works to reduce hunger and increase the quality of life for low-income families in Bremerton.

Email

SteveAlgiere[ a t ]NaturalInvestments[ d o t ]com