TIMELINE

Stuart becomes a licensed futures trader

Jina cofounds D.P. Inc., acting as CFO

Jina begins investing in Socially Responsible Investments (SRI)

Stuart founds Centerpoint Investment Strategies, focused on Socially Responsible Wealth Management

Jina becomes a Financial Advisor focused on Small Business Planning and Sustainable Investing

Jina founds Raeheart Financial

Jina and Stuart meet at “The SRI in the Rockies Conference” and begin their Centerpoint and Raeheart collaboration

Annalisa joins Stuart’s office in Fairfield

Jina and Stuart officially join forces and co-found Centered Wealth

Centered Wealth moves to Impact Broker-Dealer, Vanderbilt Securities

Anya joins Centered Wealth Minneapolis