Who We Are
My Why
My why is to help people live their best lives.
I believe money is a tool to help you live your best life. Aligning your money with your life requires guided, thoughtful exploration of what you value most.
I believe everyone deserves honest, unbiased financial advice. To this end, I do not sell products and I do not accept commissions that would taint my advice to you. I will act in your best interest at all times.
I believe the transition from your military career to a civilian life is a golden opportunity to clarify your WHY and chart a path to achieve it. The myriad of decisions may seem daunting, but the opportunity is worth the journey and I will guide you every step of the way.
What’s your WHY?
Where can it take you?
My Story
I’m Pam Bergeson, the founder and principal advisor of Tailwind Financial Planning L.L.C. Throughout my Air Force career, my experience helping coworkers, friends, and family navigate personal financial decisions inspired me to make financial planning my “encore” career.
My thirty-year military career taught me the importance of setting goals and building a plan to achieve them, and my nearly 35 years as a military spouse reinforced the importance of flexibility and adapting to new challenges. My life experience on both sides of the “ID Card” motivated me to combine my passion for helping people with my analytical skills.
I love talking to people about their story and helping them decide what they “want to be when they grow up!” I’m also a total geek when it comes to money, investing and analyzing potential strategies.
When I’m not nerding out over financial models, you can find me running on the beach or enjoying a sunset with my husband Tom. We’ve balanced two careers, two amazing kids, and over twenty military moves; we’re living proof there’s life on the other side of a military career - and it’s pretty amazing!
Education & Certifications
Certified Financial Planner®
Registered Life Planner®
Military Qualified Financial Planner®
B.S. Human Factors Engineering/Psychology
U.S. Air Force Academy
M.S. Aviation Management
Embry-Riddle Aeronautical University
Core Values
Trading in my uniform hasn’t changed my core values. I believe honesty and integrity are essential in all facets of life and I keep service to others at the forefront of my business.
Fee Only
We don’t earn commissions or sell financial products, so there is never a conflict of interest
Fiduciary Duty
Your best interest comes first – always
Personalized Service
Your time is a precious commodity, we meet virtually on your schedule
Contact
Need a little more information?
We’d love to hear from you.
Email us using the form to the right or schedule a free call.
I am a proud member of the following organizations because their values align with mine.
