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Christopher L
CFA®, Series 63
Bellingham, WA
Tradewinds Capital Management, LLC
Christopher Lang is a CFA® charterholder with 21 years of experience in the financial services industry. He has worked at Tradewinds Capital Management, LLC since 2023 and previously spent over a decade with Saturna Capital Corporation and Saturna Brokerage Services. Tradewinds Capital Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers multiple management styles that combine quantitative, tactical, and passive strategies, utilizing technology and documented processes to serve a diverse client base.
Donald P
Series 63, Series 65, Series 66
Ballwin, MO
Tradewinds Capital Management, LLC
Donald Pence is a financial advisor at Tradewinds Capital Management, LLC with five years of industry experience. He holds Series 63, 65, and 66 designations. His prior work includes roles at First Community Credit Union, Vantage Credit Union, Gallagher Bassett, U.S. Bancorp Investments, Inc., and A. G. Edwards & Sons, Inc. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs three distinct management styles and uses technology to support a large client base across diverse account types.
Kyle J
CFP®, ChFC®, Series 63, Series 66
Bellingham, WA
Tradewinds Capital Management, LLC
Kyle Jackson is a CFP® and ChFC® with 18 years of experience in the financial services industry. He has been with Tradewinds Capital Management, LLC since 2008. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers several defined management styles, using mutual funds and ETFs, and employs technology and documented processes to serve a diverse client base.
Amy B
Series 65
Bellingham, WA
Tradewinds Capital Management, LLC
Amy Brown is a Series 65-licensed financial advisor at Tradewinds Capital Management, LLC with two years of industry experience. She has held previous roles at Vail Ridge Capital, Keller Williams Realty, and Alaska Airlines. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of management styles, including quantitative, hybrid, and passive approaches, and utilizes technology and documented processes to serve a high client load efficiently.
Azita S
Series 66
Bellingham, WA
Tradewinds Capital Management, LLC
Azita Simler is a financial advisor with Tradewinds Capital Management, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at Saturna Capital Corporation for seven years before joining Tradewinds in 2019. Outside of her advisory role, she supports a ballroom dance instruction business by handling bookkeeping, marketing, and office functions. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, and charitable organizations. The firm offers multiple management styles combining quantitative, hybrid, and passive strategies, using technology and documented processes to serve a high volume of clients efficiently.
Bryant E
CFP®, ChFC®, Series 63, Series 65
Bellingham, WA
Tradewinds Capital Management, LLC
Bryant Engebretson is a CFP® and ChFC® with 20 years of experience in the financial industry. He has been with Tradewinds Capital Management, LLC since 2008. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers multiple management styles, including quantitative and passive strategies, and uses technology to manage diverse client accounts and support service delivery.
Justin S
Series 65
Bellingham, WA
Tradewinds Capital Management, LLC
Justin Slagle is a financial advisor with Tradewinds Capital Management, LLC in Bellingham, WA. He holds a Series 65 credential and has two years of industry experience. Prior to joining Tradewinds, he worked for the Burlington-Edison School District for ten years. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs defined management styles ranging from quantitative momentum-driven strategies to passive, low-turnover options and uses technology and documented processes to serve a diverse client base.
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