My mission is to provide nonprofits and associations with a sensible, strategic approach to investing their reserves, endowment and retirement plan assets so that they can maximize their impact.​

I co-founded Raffa Investment Advisers (Raffa) in 2005, and I’ve been helping clients invest wisely for more than 20 years. Currently, I’m Raffa’s President and lead investment adviser representative. Raffa was created specifically for nonprofits and associations, and, from day one, we’ve served their investment and fiduciary needs.

We serve a variety of groups that are considered tax-exempt under IRS Section 501(c), including:

• Professional and trade associations
• Other membership-based organizations
• Social services groups
• Public charities
• Private Foundations
• Public charter and private schools
• Professional medical societies

A major focus of my career is promoting the need for increased investment education and transparency. I founded the Study on Nonprofit Investing (SONI), an annual study promoting access to information that allows nonprofits to benchmark their investment performance and policies with their peers. ​

I’m a Certified Financial Planner™ and an Accredited Investment Fiduciary®.​

I’ve lectured on issues impacting nonprofit investing for the following organizations: the Council on Foundations, the Greater Washington Society of CPAs, the AICPA, the American Society of Association Executives (ASAE), BoardSource, and the Finance and Administration Roundtable (FAR).

I currently serve on ASAE’s Finance and Business Operations Council. Additionally, I support local nonprofits as a committee member for organizations including St. John’s Community Services Foundation and StreetLaw. ​

I completed the Certificate in Financial Planning program at the Georgetown University Center for Continuing and Professional Education and earned a Bachelor of Science degree from Frostburg State University. ​