an Office of CGN Advisors, LLC
Fair Winds Financial Advice is the culmination of my own life’s journey. After earning my MBA at Cornell, I started a career as an institutional investor in New York City with TIAA. As much as I enjoyed investing for the benefit of others, I was frustrated to never see the individuals my work benefitted. Seven years later I gave in to the lure of the sea and my partner and I sailed to the Caribbean. We spent eight years based in the Virgin Islands, taking people on sailing and scuba diving vacations. I loved being right up close and personal with my guests, seeing how our efforts pleased them, but I still didn’t feel I was achieving my highest purpose. We came back to the States and I joined the North Carolina Community College System. I started out teaching, then advised small businesses, and finally created and ran a community college internship program—I was getting closer to my sweet spot. When I reflected on how much I enjoy helping people understand money matters and my talent for clarifying complicated situations, my purpose became clear and I started Fair Winds Financial Advice to offer accessible hourly financial planning.
On parting, sailors wish each other “fair winds and following seas”—the perfect conditions for a sailing passage. At Fair Winds Financial Advice, we help people prepare for all conditions on their lives’ journeys.
- Masters of Business Administration, Finance and Accounting, Johnson Graduate School of Management, Cornell University
- Bachelor of Science degree in Zoology, University of California at Davis
I work with people from all walks of life, from young people just starting out to retirees, to help them confidently make decisions that are consistent with their priorities and that will allow them to achieve their dreams. Whether you have a single burning question, need a full plan to holistically address your financial situation, or anything in between, our work together will be structured to reflect your needs. I offer advice on an hourly, as-needed, basis and provide a firm quote before our engagement begins. You choose the amount of advice that is right for you. It’s never too early or too late to start planning for the life you want!
Fair Winds Financial Advice
Virtual Planning Offered
Phone | 336-701-2612
Email | firstname.lastname@example.org
Investment advisor representative of and investment advisory services offered through CGN Advisors, LLC, a Fee-Only SEC registered investment advisor. Tel: (910) FEE-ONLY. Fair Winds Financial Advice may offer investment advisory services in the State of North Carolina and in other jurisdictions where exempted.