Windward Wealth Management

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Raoul Schneider

Raoul Schneider

APMA®

Financial Advisor

Managing Partner of Windward Wealth Management
Visit Raoul Schneider's website
Eliah Ewing

Eliah Ewing

MBA, APMA®

Private Wealth Advisor

Business Financial Advisor
Visit Eliah Ewing's website
William Walters

William Walters

CFP®

Financial Advisor

Visit William Walters's website
Andrew S Whitmore

Andrew S Whitmore

CFP®, MBA, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Andrew S Whitmore's website
Debra Borth

Debra Borth

Financial Advisor

Visit Debra Borth's website
Scott Charboneau

Scott Charboneau

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Scott Charboneau's website

Team

Rachel Kirk

Rachel Kirk

Business Development Director

Personal Intro

An Ameriprise legacy, she grew up working in her father’s Private Wealth Advisory practice in Tennessee. After graduating from Baylor, she went into the insurance industry before coming home to Ameriprise. A 3 to 4-hour daily commute in Los Angeles brought her to the Sunshine State. When not at work Rachel enjoys karate, travelling, spending time with her family and eating foods that she can't pronounce.

Roles & Responsibilities

  • Processing client requests
  • Moving Money
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