Windward Private Wealth Management Inc.

Nicholas Hartley is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has been with Windward Private Wealth Management Inc. since 2021. Outside of advisory work, he has held various positions including roles at Indian Foothills Golf Course and Missouri Valley College. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning to individual clients and pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based investment approach, primarily employing ETFs and mutual funds, and offers additional services such as tax preparation and college savings plan management.

Darrell Tierney is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with Windward Private Wealth Management Inc. since 1999, serving in various capacities over that period. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning primarily to individual clients and pension and profit-sharing plans. The firm employs an investment approach based on Modern Portfolio Theory, using ETFs and mutual funds, and offers additional services including tax preparation and college savings plan management.

Brandy Ward is a financial advisor at Windward Private Wealth Management Inc. with seven years of industry experience. She holds a Series 65 designation and has worked at Windward since 2013. Outside of financial advising, she operated Brandy Ward Photography for two years. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning primarily to individual clients and pension and profit-sharing plans. The firm’s investment approach is based on Modern Portfolio Theory and is implemented mainly through ETFs and mutual funds, with an emphasis on periodic rebalancing and adherence to written investment policy statements.

Andrew Osborne is a CFP® with 15 years of industry experience, currently serving as an advisor at Windward Private Wealth Management Inc. in Kansas City, MO. He previously worked at Steven T. Osborne, CPA from 2010 to 2016 before joining Windward, where he has been since 2013. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning primarily to individual clients and pension plans. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes low-turnover strategies implemented mainly through ETFs and mutual funds.

Emily Petty is a CFP® with 12 years of industry experience, currently serving as an advisor at Windward Private Wealth Management Inc. She has been with Windward since 2010. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning primarily to individual clients and pension and profit-sharing plans. The firm employs an investment approach based on Modern Portfolio Theory, utilizing ETFs and mutual funds with written investment policy statements and periodic rebalancing.

Blake Harris is a financial advisor at Windward Private Wealth Management Inc. in Kansas City, MO, holding a Series 65 credential with one year of industry experience. Prior to joining Windward, he worked at FedEx Inc. and operated BH Flips LLC, an online eBay store where he managed purchasing, sales, and shipping activities. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning to individual clients and pension plans, using a Modern Portfolio Theory-based investment approach primarily through ETFs and mutual funds. The firm operates across eight offices with a six-advisor team and also offers tax preparation and college savings plan management.