Wealth Coach | Client Relations | Partnership Development |
Kim in25words or less |
pioneering, intrepid, compassionate, tireless people person, intuitive, adventurous, focused, streetwise, yin to Brian’s yang, sucker for dogs. |
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Kim is a co-owner of Fair Winds Wealth Strategies and an accomplished professional in an industry that embraced few women when she started 35 years ago. Don’t let Kim’s impeccable stylishness and fetching personality fool you. She is a pull-yourself-up-by-your-bootstraps kind of gal. She probably had a rich uncle to give her a leg up, you say? Nope. She built her business going door-to-door, town-to-town – earning trust one client at a time. That moxie made Fair Winds Wealth Strategies what it is today. Kim brings that same resolve into each relationship – focusing our team on enriching our clients’ lives. Before co-founding Fair Winds Wealth Strategies, Kim held broker-advisor positions at Wells Fargo Advisors, Smith Barney, Kidder Peabody, and Anchor National Financial. |
Credentials, Experience & Education |
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Little known factabout Kim |
She fancies herself a modern-day Icarus (minus the tragic part) – once parasailing off the side of a mountain near the top of the world in Nepal. |
Managing Director
Client Enrichment | Strategy Development | Business Expansion |
Brian in25words or less |
jack-of-all-trades, analytical, reliable, a touch techie, calm-cool-collected, yang to Kim’s yin, also a sucker for dogs |
| Brian is a co-owner of Fair Winds Wealth Strategies and a professional with experience in advising individuals, families, businesses, and institutions in wealth accumulation and management. Prior to co-founding Fair Winds Wealth Strategies, Brian worked as a Financial Consultant at Wells Fargo Advisors. Before that, he worked in the fields of public-private finance and economic development. Brian is a problem-solver. To him, wealth management is somewhat akin to chess. There is a careful choreography of pieces that, with time and patience, come together in a purposeful strategy resulting in success. Wealth is intentional, not accidental. Off-the-clock He has boated the Chesapeake Bay with Kim for nearly 25 years. Brian enjoys fitness, cooking and eating healthy, ever-adding to their home’s landscaping, and being trained (yes, you read that right) by their two dogs, Annie and Lily. |
Credentials, Experience & Education |
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Little known factabout Brian |
He is an avid family genealogist. What started as a grade-school assignment many moons ago has grown into an expansive tree covering more than 4,400 lineal ascendants. |
Senior Financial Advisor
Client Experience | Events | Marketing |
Claudia in25words or less |
contemplative, creative, detailed, paradigm shifter, vintage chic, assertive, savvy, sophisticated, loves her beagle – Luna, devoted mother, immigrants’ daughter |
| Claudia is a professional with experience in client engagement, marketing, branding, and event planning. She coordinates communications, social media, webinars, and related activities – keeping us in-touch, on-point, and looking good while we do those things. Before joining Fair Winds Wealth Strategies, Claudia worked as Public Relations Director for a nonprofit involved in historic preservation, heritage tourism, economic development, outdoor recreation, and environmental stewardship. Prior to that, she completed three (3) terms of service with the AmeriCorps program. Off-the-clock Claudia says, “What’s off the clock?” When not behind a desk, she is logging time in community activities or in her yard, weather permitting. It really is a clock thing with Claudia! |
Credentials, Experience & Education |
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Little known factabout Claudia |
Her treasured vehicle is a sporty Ford F150 truck, affectionately named Darth. |
Senior Marketing Associate