Greenway Wealth Advisors, LLC

Jennifer Hill is a CFP® with 10 years of industry experience. She is currently an advisor at Greenway Wealth Advisors, LLC, where she has worked since 2023. Her prior experience includes roles at Park Avenue Securities LLC, Guardian Life Insurance Company, and The Vanguard Group, Inc. Greenway Wealth Advisors is a small advisory team managing approximately $184 million for about 170 clients, including individual and high-net-worth households, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily utilizes passive, asset-class oriented portfolios with low-cost index funds and ETFs, provides comprehensive financial planning and retirement plan consulting, and offers discretionary oversight of held-away assets.

Nick Foy is the founder of Greenway Wealth Advisors, an independent financial advisory firm located in Charlotte, NC. Greenway helps generous people pursue and enjoy financial independence. He started his career in finance at Vanguard in 2007, where he learned the most important foundational money management and time-tested investing principles. In 2011, Nick left Vanguard to open the Charlotte office of CAVU Wealth Advisors, an independent advisory firm based in California. In 2018, he formed Greenway to create a firm that served the needs of Generation X & Y clients who tend to have views on money, finances, and retirement that are very different from those of prior generations. Nick grew up in California and has called Charlotte home since 2005. He attended Miami University in Oxford, Ohio, and completed his Certificate in Financial Planning from the University of Georgia. In 2010, Nick was awarded the prestigious CERTIFIED FINANCIAL PLANNER™ designation. He married Natalie in 2006, and together they have two children: Theo and Nora. Nick served as a trustee at Mosaic Church in Charlotte, and was on the advisory board for the Dreamcatchers Society at Levine Children's Hospital where he also formerly served on the Family Advisory Council. Additionally, he spends time volunteering as a lunch buddy at Brookstone School. In the wee hours of the morning, you can find Nick working out with the men of F3 Nation, and you might see him at the pool where he swims and plays water polo.

Natalie Foy is a CFP® and CFA® with 18 years of industry experience, currently serving as an advisor at Greenway Wealth Advisors, LLC since 2020. Her prior experience includes roles at Citizens Capital Markets Inc., CiTIZENS BANK, N.A., and Merrill. She is also a partner in String Bean Holdings, LLC, a real estate holding company. Greenway Wealth Advisors is a small team managing approximately $184 million for individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm focuses on passive, asset-class oriented portfolios using low-cost index funds and ETFs, offering comprehensive financial planning and ERISA-level retirement plan consulting.