Tailwind Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Advisor photo for Garth Fondo

Garth Fondo

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Garth Fondo's website
Advisor photo for Alan F Auteri

Alan F Auteri

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Alan F Auteri's website


Team

Kathy M. Lubsen

Kathy M. Lubsen

Client Service Manager

Roles & Responsibilities

  • Manages calendar and schedules client meetings
  • Meeting preparation
  • Business processing and client service
  • General office management and billing
  • Event coordinator
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Liz Bonacci

Liz Bonacci

Paraplanner

Qualifications

  • B.S. Accounting Boston College, 1996
  • Public accounting and financial services industry experience.

Roles & Responsibilities

  • Financial planning and investment assistance
  • Gather client data and prepare Retirement Goal Tracker analysis
  • Update investment portfolio re-balancing tool
  • Prepare life and long term care insurance illustrations
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Liz Auteri

Liz Auteri

Client Service Coordinator

Roles & Responsibilities

  • Manages calendar and schedules client meetings
  • General client service
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Conor Mullen

Conor Mullen

Intern

Personal Intro

Interests: Hockey, Golf, Tennis

Qualifications

  • Darla Moore School of Business, University of South Carolina

    Bachelor of Science in Business Administration Candidate, May of 2024

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