Buttoned up without the stuffy suit

TradeWinds is a team of forward thinkers and planners set to unseat the old guard.

We’ve moved money management out from behind the mahogany desk and into the modern world, making it less intimidating and more accessible for everyone. We provide investment services and planning advice to individuals of every net worth, educating and guiding, so you can take control of your finances with confidence.

Born of the desire to be a force of financial good, TradeWinds is purpose focused, technology driven and people passionate, priding ourselves on inclusive collaboration.

Founder Tim Whitney brings two decades of experience in asset management and investment planning for the private sector, most notably as a Managing Director and private portfolio manager with Wells Fargo Advisors. He leads a team of agile CFP® professionals, financial advisors and operational staff who believe in challenging industry standards and staying progressive in their quest to successfully navigate the brave new world of finance.

Whether you need expertise to build a nest egg, fund a dream, plan for retirement, or capitalize on emerging opportunities that the digital age affords, TradeWinds will collaborate with you to strategize a fully immersive financial plan that works with your personal investment style while teaching core fundamentals of finance, so you can create a future full of optimism.

Let’s conquer the brave new world of finance together.

Our Team

Martin Boney

Martin Boney

Financial Advisor

Tamari Foster

Tamari Foster

Operations Specialist

Miller Hoffman, CFP®

Miller Hoffman, CFP®

Vice President, Client Experience

Mike Manganillo

Mike Manganillo

Vice President, Sales and Marketing

Linh T. Nguyen

Linh T. Nguyen

Practice Manager-Finance

Tracey Nobles

Tracey Nobles

Vice President, Finance and Operations

Steve Ross

Steve Ross

Financial Advisor

Todd W. Shand, CFP®

Todd W. Shand, CFP®

Managing Director

Tim Whitney, CFP®

Tim Whitney, CFP®

Chief Executive Officer

Stephanie Williams, CFP®

Stephanie Williams, CFP®

President

Ramsey SmartVestor
3rd decade