Tradewinds Capital Management, LLC

Christopher Lang is a CFA® charterholder with 20 years of industry experience. He is currently with Tradewinds Capital Management, LLC, where he has worked since 2023. Prior to that, he spent over a decade at Saturna Capital Corporation and Saturna Brokerage Services. Tradewinds Capital Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement-plan sponsors, providing discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting. The firm employs multiple management styles and primarily uses mutual funds and ETFs to implement client portfolios.

Donald Pence is a financial advisor at Tradewinds Capital Management, LLC with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Tradewinds in 2020, he worked at First Community Credit Union, Vantage Credit Union, and Gallagher Bassett. Tradewinds Capital Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement-plan sponsors, providing investment advisory services, financial planning, and retirement plan consulting. The firm employs multiple management styles and primarily uses mutual funds and exchange-traded funds to implement client portfolios.

Samantha Mc Garrity is a CFP® and holds a Series 66 license, with seven years of industry experience. She has worked at Tradewinds Capital Management, LLC since 2023 and previously was employed at Saturna Capital Corporation and AK USA FCU. Tradewinds Capital Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement-plan sponsors, providing fee-only investment advisory services, financial planning, and retirement plan consulting. The firm employs three defined management styles—quantitative tactical, blended core-passive with tactical overlay, and broad passive low-turnover—primarily using mutual funds and ETFs, and manages a high client-to-advisor ratio within a seven-advisor team.

Kyle Jackson is a CFP® and ChFC® with 18 years of industry experience. He has been with Tradewinds Capital Management, LLC since 2008. The firm serves individuals, business entities, trusts, estates, charitable organizations, and retirement-plan sponsors by providing discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting. Tradewinds employs a mix of quantitative, tactical, and passive investment strategies, primarily using mutual funds and ETFs, and serves a large client base relative to its team size.

Amy Brown is a Series 65-licensed advisor at Tradewinds Capital Management, LLC with one year of industry experience. Her prior work includes roles at Vail Ridge Capital, Keller Williams Realty, and Alaska Airlines. Tradewinds Capital Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement-plan sponsors with discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting. The firm employs multiple management styles and primarily uses mutual funds and exchange-traded funds to implement portfolios.

Azita Simler is a financial advisor at Tradewinds Capital Management, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Saturna Capital Corporation from 2012 to 2019. Outside of finance, she supports bookkeeping, marketing, and office functions for a ballroom dance instruction business. Tradewinds Capital Management serves a diverse client base including individuals, trusts, and retirement-plan sponsors, offering discretionary and non-discretionary investment advisory services with a focus on mutual funds and ETFs through defined management styles.

Bryant Engebretson is a CFP® and ChFC® with 19 years of industry experience. He has been with Tradewinds Capital Management, LLC since 2008. Tradewinds Capital Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement-plan sponsors with discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting. The firm employs three defined management styles, primarily using mutual funds and exchange-traded funds, and supports a high client-to-advisor ratio with specialized programs tailored to various client needs.

Justin Slagle is a financial advisor at Tradewinds Capital Management, LLC in Bellingham, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Tradewinds in 2023, he worked for ten years with the Burlington-Edison School District. Tradewinds Capital Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement-plan sponsors by providing investment advisory services, financial planning, and retirement plan consulting. The firm employs multiple management styles and primarily uses mutual funds and ETFs, managing client portfolios on a fee-only basis.