Marlena Sonn considers herself an activist working at the seat of power. She’s worked in finance since 2008, and launched my own firm, Treebeard Financial Planning, LLC, one year ago. Treebeard’s mission is to help create a more beautiful, humane and sustainable world through investments. A portfolio is not only a way to build wealth, but is also a reflection of an individual’s worldview, and ideally a tool for activism. To that end, Marlena offers a number of services including wealth management, cash flow planning, and philanthropy planning. She practices the principles that she seeks in worthy investments and pledges impeccable honesty, transparency, and loyalty to my clients. Treebeard is the first Socially Responsible Wealth Management practice to offer carbon offsets on individual investors’ portfolios.