Financial Services

Chism, Marilyn (Parent)
Chism & Associates

Marketing Representative for Financial Services Companies

Putting together financial plans for families to include: Life Insurance, Investing for Retirement and College needs, Auto and Home Insurance, Legal Services and the opportunity to earn additional income.

Froley, John, CFP® (Parent, Board of Trustees)
First Republic Bank

Certified Financial Planner® professional.

First Republic brokerage services are the answer for the investor seeking high quality support combined with unique and personalized investment solutions. First Republic Securities Company, LLC offers a full range of brokerage services.

Goodman, Taryn (Friend)
RSF Social Finance

Manager, Impact Investing

Herrera, Mark (Friend)
RSF Social Finance

Non-profit financial services organization

RSF Social Finance is dedicated to transforming the way the world works with money. Inspired by the work of Rudolf Steiner, RSF offers investing, lending, and giving services that generate positive social and environmental impact. Since 1984, RSF has made over $250 million in loans and $100 million in grants to social enterprises working in the areas of Food & Agriculture, Education & the Arts, and Ecological Stewardship.

Jensen, Becky, MBA (Alumni Parent)
Prosperity Focus LLC

Cash Flow Planning & Daily Money Management

Mitchell, Pablo (Parent)
TIAA-CREF

Portfolio Manager

Thompson, Hayley (Parent)
First Republic Bank

Private Banker with expertise in credit, banking, and wealth management.