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George R. Gay CFP, AIF
is Chief Executive Officer of First Affirmative Financial Network, LLC and chairs the FAFN Investment Committee. He serves on the board of directors of the Social Investment Forum, with prior service from 1993 to 2000, and has produced and hosted the annual SRI in the Rockies Conference since 1990. He was the recipient of the industry’s 1997 “SRI Service Award.”

George earned his Certified Financial Planner® designation in June 1984 and completed a range of securities examinations covering the practice and supervision of securities business. He has held Series 24 (Registered Principal), 7 (Registered Representative), 65 (Uniform Investment Advisor), 53 (Municipal Bond Principal) and 63 (Uniform Securities Agent) licenses.

George joined the company that was to become First Affirmative Financial Network as a financial planner in November 1986. He assumed the position of Chief Operating Officer of FAFN in 1989 and managed the sale of FAFN to Walnut Street Securities, Inc., in 1995. George served as President of the FAFN division of Walnut Street Advisers and as Vice President of Walnut Street Advisers (May 1, 1995–June 30, 1999). He became First Affirmative’s CEO on July 1, 1999 when the company again became independent.

Born September 13, 1952 in Monroe, Michigan, George is a 1974 graduate of the United States Military Academy at West Point; he served on active duty for nine years in various command, staff and faculty assignments as an Armor officer. His final assignment on active duty, and then for three years as a civilian, was in the Resource Management Division, Directorate of Personnel and Community Activities at Fort Carson, Colorado. As division chief, George was responsible for the financial management of most business operations on the installation, ranging from the Golf Course and Bowling Center, to the Club Systems and Child Care operations. Upon his departure, George received the Department of the Army “Commander’s Award for Civilian Service.”
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Steven J. Schueth
is President and Chief Marketing Officer of First Affirmative Financial Network, LLC. He served as a Director of the Social Investment Forum (1992–2002), and served as Chair and President of SIF (1993–2000). He is has been a director of the Council for Responsible Public Investment and Co-Chair of P3 (People, Planet, Profit) Colorado. He received the social investment industry’s “SRI Service Award” in 1998.

Prior to starting his consulting practice in 1997, Steve worked for nearly eight years as a senior executive of Calvert,§ where he specialized in promoting the concept and practice of socially responsible investing with the public and press. His efforts significantly enhanced Calvert’s reputation as a leader in the field, while the firm’s socially screened mutual fund assets more than tripled. He led a product development group that created the first global socially screened mutual fund in the U.S. and was involved in launching four other new Calvert funds designed for socially aware investors. Steve managed Calvert’s national sales organization from 1994 to 1997. As President of Calvert Distributors, Inc., he oversaw the company’s relationships with over 2,000 broker-dealer firms and grew the assets of Calvert’s 35 money market, bond and equity mutual funds. Steve achieved these accomplishments with a team oriented management style and a path-breaking initiative that reoriented sales into customer-focused teams working with a values based selling process.

Born August 27, 1954 and raised in New Hampton, Iowa, his father owned a hardware store where Steve worked meeting the needs of retail customers from the age of ten. He graduated from Marquette University in Journalism/Communications. He has held FINRA Series 24 (Registered Principal), 7 (Registered Representative) and 63 (Uniform Securities Agent) licenses. Prior to his association with Calvert, Steve served for three years as a major gifts officer and Director of Development at the Wharton School, University of Pennsylvania.

§ FAFN uses Calvert funds in numerous investor portfolios but has no material affiliation with Calvert or any of its mutual funds or fund managers.
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Kathleen J. Sutherland
is Vice President, Director of Operations and Chief Compliance Officer for First Affirmative Financial Network, LLC. She has held Series 7 (Registered Representative) and 24 (Registered Principal) licenses.

Kathy joined First Affirmative Financial Network in 1990 as an administrative assistant. Combining administrative skills and knowledge of the business, she quickly assumed a much larger role and broader responsibilities, first as Operations Manager and then Assistant Branch Manager of the Walnut Street Securities, Inc. branch office. These duties included the conversion of client accounts to the FAFN division of Walnut Street Advisers, Inc. following the sale of FAFN. As Assistant Branch Manager, Kathy assumed a majority of the compliance supervision responsibilities for the FAFN field force while FAFN operated as a wholly owned subsidiary of Walnut Street (1995–1999).

Born June 24, 1963 in Grand Rapids, Michigan, her father is a retired United Methodist Minister and her mother is a psychologist. Kathy graduated from the University of Colorado at Colorado Springs in 1986 with a Bachelor of Arts degree in English, specializing in Medieval Literature.
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R. Kevin O'Keefe, CFP, CIMA, AIF
is the Company’s Chief Investment Officer, a member of First Affirmative’s Investment Committee and is responsible for due diligence for all managed account programs offered by FAFN. He has held Series 7 (Registered Representative), 63 (Uniform Securities Agent) and 65 (Uniform Investment Advisor) licenses and is a member of the Investment Management Consultants Association.

Kevin has been an investment advisor representative with First Affirmative since 1991. From 1996 to 1999 he was with Reber/Russell Company (concurrent with his First Affirmative responsibilities), a firm affiliated with Frank Russell Investment Management Company and highly regarded for their expertise in asset allocation, rigorous manager evaluation and consulting services to some of the world’s largest pools of capital, particularly institutional investments. He was responsible for serving several dozen clients whose aggregate assets exceeded $100 million.

Upon leaving Reber/Russell Company in early 1999, Kevin expanded his role at FAFN. In collaboration with George Gay, he developed a strategic asset allocation program based on the investment management principles used by Russell, and designed to meet the needs of the social investor market. This program is called “Efficiencies” in recognition of its fundamental strengths: efficient use of risk in pursuit of investment returns; cost efficiency; and tax efficiency.

Kevin was born May 7, 1952 in Chicago Illinois. He graduated from Chicago’s Loyola University in 1974 with a degree in psychology and went on to complete his master’s degree in counseling psychology at Loyola in 1976. He worked for EF Hutton, specializing in retirement planning, throughout the 1980s.
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Danielle Burns, MBA, AIF
is a Business Development Consultant serving as the primary point of contact for existing and prospective network advisers. Danielle assists affiliated advisers in understanding and maximizing the value of membership services offered by First Affirmative, and provides training and support for all FAFN managed account programs.

In her previous life, Danielle worked as a key member of a premier community bank, Old Harbor Bank, in Clearwater, Florida where she provided marketing, sales and service support. Danielle gained the majority of her investment industry experience with Wachovia Corporation from 1994-2003. She worked for both Wachovia Bank and Wachovia Securities performing a variety of management duties. Her background emphasizes technology training and development for financial advisers and administrative associates, as well as licensing and compensation.

In addition to her professional duties, Danielle worked with her mother to develop a non-profit youth services organization called Think Big Productions, Inc., located in Clearwater, Florida. The primary mission of Think Big is to develop and channel young artistic talent in the community. Danielle provided motivational support and ongoing training to help young adults hone their craft.

Born October 15, 1975 in Brooklyn New York, Danielle has a passion for the culinary arts. She has an undergraduate degree in Business and a MBA with an emphasis in Marketing.  She and her husband live in Aurora, Colorado.
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Johann A. Klaassen PhD, AIF
is Vice President of Managed Account Programs for First Affirmative Financial Network, LLC. He joined First Affirmative in mid-2001, and is responsible for program support to Network Advisers for both the Fairways and Efficiencies programs. He has held Series 6 (Investment Company Products/Variable Contracts Representative), 63 (Uniform Securities Agent) and 65 (Uniform Investment Advisor) licenses.

Before joining First Affirmative, Johann worked as an Investor Services Representative with T. Rowe Price. Previously, he served on the faculties of the University of Central Arkansas, Webster University, Millikin University, University of Idaho and Washington University in St. Louis, including teaching courses in environmental ethics and bio-medical ethics. He currently serves on the adjunct faculty of Regis University’s Professional MBA program, teaching an online course for the “MBAs for MDs” program entitled “Ethical and Legal Issues in Healthcare.” Johann’s scholarly articles have appeared in such journals as Philosophy and Literature, Journal of Social Philosophy, and Journal of Value Inquiry; he has presented papers to international conferences in Helsinki, Las Vegas and Tampa, among others.

Born January 24, 1970, Johann spent most of his youth in the forests of western Washington state and now volunteers his time to local environmental causes, educational institutions and social justice organizations. He earned a BA in liberal arts (the Great Books Program) from St. John’s College in Santa Fe, New Mexico and a PhD in ethics and social philosophy from Washington University in St. Louis.
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CFP® is a certification mark owned by the Certified Financial Planner Board of Standards, Inc. This mark is awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. AIF® Designation marks owned by the Center for Fiduciary Studies (Center). These marks are awarded to individuals who successfully complete the Center’s initial and ongoing accreditation requirements.