Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.


Our advisors

Eliah Ewing

Eliah Ewing

MBA, CRPC®, APMA®

Private Wealth Advisor

Business Financial Advisor
Learn more about Eliah Ewing Visit Eliah Ewing's website
Raoul Schneider

Raoul Schneider

CRPC®, APMA®

Financial Advisor

Managing Partner of Windward Wealth Management
Learn more about Raoul Schneider Visit Raoul Schneider's website
Andrew S Whitmore

Andrew S Whitmore

MBA, CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Andrew S Whitmore Visit Andrew S Whitmore's website
William Walters

William Walters

CFP®

Financial Advisor

Learn more about William Walters Visit William Walters's website
Debra Borth

Debra Borth

Financial Advisor

Learn more about Debra Borth Visit Debra Borth's website
Scott Charboneau

Scott Charboneau

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Scott Charboneau Visit Scott Charboneau's website

Our 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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Elizabeth Kirk

Elizabeth Kirk

Client Service Coordinator,

Assistant

Personal Intro

Elizabeth assists with Client Services and Marketing. She believes in the mission statement of Ameriprise and Windward Wealth Management. She enjoys sitting by the ocean and is happy to call Tampa her new home.

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Aviana McDaniel

Aviana McDaniel

Client Concierge,

Client Service Specialist

Personal Intro

    • Aviana is currently a business student at St. Petersburg College and started working at Ameriprise to learn about business and expand her professional skillset. When not at work, Aviana enjoys spending time with her family on their small horse farm.
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