Eileen SpiraDirector of Client Services & Operations

    Eileen brings extensive experience and knowledge of organization and management to her work with clients and the founders of the firm. She supports clients in the pursuit of their financial goals. Eileen manages the business systems and technology related to reporting, customer relationship management (CRM), and processes that increase efficiency and maximize client service. Her expertise has been critical to the company’s growth.

    Her background includes entrepreneurship, founding and serving as COO of a socially responsible natural foods company that supplied Whole Foods and other national and independent natural food retailers. She has experience with natural foods manufacturing, organizational development, sales and marketing, human resources, management expertise, and work in the field of public education.

    The Pioneer Valley of Western Massachusetts has been her home for more than 30 years, living in rural Conway with her husband and raising their three children there. She is committed to supporting social justice issues and volunteers in the community. She currently sits on the Investment Committee of Temple Israel, Greenfield where she helped to oversee the transition of the Temple’s investment portfolios to be more socially responsible.

    Investing and finance have been longtime interests. Her passions include gardening, sustainable living, working on her old farmhouse, crafts, and spending time with her grandchildren. She received her M.S. in Organization and Management from Antioch University New England Graduate School and her B.A. in Psychology from State University of New York at Buffalo.

    Brad StonbergGreg Wendt