Our Team
Jeremy Beitel, CFP®, MBA
President
Tradewinds Wealth Management, LLC's founder and President Jeremy Beitel has assisted clients in managing wealth for over 23 years. He decided to create his own firm to be able to provide the finest client experience which he felt was...
Jennifer Nash
Operations Manager
Jennifer Nash serves as Operations Manager at Tradewinds Wealth Management, where she has been an integral part of the firm for the past five years. She oversees the firm’s day-to-day operations, helping to ensure the office runs...
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Morgan Teodosio
Customer Relationship Manager
Morgan.Teodosio@osaicwealth.com
Morgan Teodosio is a Customer Relationship Manager at Tradewinds Wealth Management, where she is dedicated to building strong, lasting client relationships and providing attentive, personalized service. With a background in finance,...
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