At Tailwind Wealth Management, we navigate your financial journey with a personalized, holistic approach, working towards meeting your goals with precision and care. Our dedicated team is committed to providing you with strategic advice and solutions, tailored specifically to your unique needs and aspirations.


Our advisors

Garth Fondo

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Garth Fondo Visit Garth Fondo's website

Alan F Auteri

CFP®, CRPC

Private Wealth Advisor

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

Jeff Forsythe

APMA

Financial Advisor

Learn more about Jeff Forsythe Visit Jeff Forsythe's website


Our team

Kathleen M. Lubsen

Kathleen 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

Financial Planning Assistant

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 profile re-balancing tool
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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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