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Our Advisory Board

The Tailwind Advisory Board provides us with expert guidance and recommendations for the ongoing development of Tailwind software solutions, ensuring we continue to add improvements that meet the true needs of the Financial Professionals we serve.  They bring over 100 years of cumulative experience in financial services, and we are blessed to benefit from their collective wisdom.
 

 

The Advisory Board Members are (listed alphabetically):

Don Blanton - President, MoneyTrax, Inc.

 

Dan Carson - Advanced Planning, Inc. 

 

Rodney Cox - Insights International, Inc.

 

Kevin Fink - Wealth Design Group, LLC

Ron Geer - accruWealth

 

Robert Held, Jr - Managing Director, Advanced Financial Partners, LLC
  

Richard Himmer - PyrBlu, Inc.

Jeff Jessee - President, Clear Vision Financial Services

Jim Kindred - Financial Strategies, LLC

 

Peter Konrad - Integrated Financial Concepts, Inc.

Ron Schutz - RonSchutz.com