Investment is all about choosing your path. But sometimes looking out at the terrain can be overwhelming. That’s where I step in. My own path has been full of stops, starts and surprises -- and each bend in the road has taught me an important lesson.
As a bartender in my twenties, I learned the importance of having a personal touch. Learning the little things about my customers helped me serve them better. When I came to Alaska over twenty years ago, I learned another important lesson: Don’t make assumptions. Everyone here has a story -- everyone walks their own path.
My Hardest Lesson:
My hardest lesson is also the story of how I became a financial advisor. Over a decade ago, I watched my father lose a big chunk of his savings as a result of mismanagement.
When my father retired from a long career as an airline mechanic, he fulfilled a lifelong dream of buying a boat and setting sail. He wanted to focus on his travels, so he entrusted his retirement portfolio to a large financial advising firm. Unfortunately, as he was sailing the seas, they were steering his financial ship in the wrong direction.
At that time, I was working in a bank and just beginning to explore the world of finance. After hearing the devastating news, I decided to seek out the expertise of my colleagues and learn as much as I could about investing. I wanted to help my father recoup his losses. But the more I learned, the more I realized that I could do more than just help my father -- I could help others like him.
It’s been over ten years, and I’ve never looked back. Since embarking on this path, I’ve made it my mission to pull back the veil of mystery from the investment world and help hard-working people like my father make informed decisions that will help ensure their financial success.
Today, I’m proud to be able to use what I learned to help my clients build wealth and security -- with a personal touch.
Meet Carson, proudly serving as the trusted assistant to Chris Andrews, the Founder of Windward Financial Strategies.
Greetings! I am Carson, your friendly financial guide with a heart rooted in North Carolina. Formerly a high school literature teacher, Carson has seamlessly transitioned back into the financial world, dedicating herself to teaching the invaluable art of financial literacy. When she's not empowering others with her financial wisdom, you'll find her indulging in creative pursuits in her craft room, playing soothing tunes on the piano, or getting lost in the pages of a captivating novel.
While Carson may not have children, her home is thriving with abundant greenery, and she's lovingly known as 'Mom' by her cherished feline companion. Let Carson help you script your financial success story today!"
At your first meeting with a financial advisor -- a complementary, no-obligation consultation that can be completed in-person or virtually -- we’ll want to learn as much as we can about your full financial picture. That means we’ll want to know about your cash flow and assets, your short-term and long-term financial goals, as well as information about any debt you’ve accumulated or tax obligations you’re concerned about.
While this may seem like a lot to tell someone you’ve just met, remember, the better your financial advisor understands your situation, the more we can do to help. Our financial advice is comprehensive, judgement-free, research-based and always in your best interest.
Fees for our services are as individualized as the needs of our clients. As different products and services will have different risks, they also will have different costs.
Our fees are always 100% transparent, meaning that our clients understand exactly how much they’re paying and what they’re paying for.
J Chris Andrews is a Registered Representative offering securities and advisory services through Lincoln Financial Securities Corp., Member SIPC. Securities offered to residents of AK, AR, CA, NV, OR, RI, WA & WI. Advisory services offered to residents of AK. Lincoln Financial Securities and Windward Financial Strategies are not affiliated. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. LFS-4233419-012622.
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.
