Client Account Access
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We're building Greenway to be the team we would want managing our own finances.
You aren't hiring a single advisor; you're hiring a team of CFP® professionals, CFA® charterholders, and client experience specialists dedicated to helping you achieve your most important goals.
Nick Foy, CFP®
Founder
Nick is passionate about empowering people to use their money as a tool to make a meaningful impact on their family, community, and the world.
Nick built Greenway Wealth to solve a specific problem: high-earning professionals had incredibly complex financial lives, but the traditional advisory industry was only offering them generic, fragmented advice, or sales focused product pitches.
He serves as the visionary behind the firm’s "Personal CFO" model, designing the overarching wealth and tax strategies that convert high-velocity income into permanent independence.
Before founding Greenway in 2018, Nick honed his institutional investment expertise at Vanguard and later opened the Charlotte office for a California-based independent advisory firm.
A proud graduate of Miami University, he earned his CFP® certification in 2010. Outside the office, Nick is deeply embedded in the Charlotte community. He has volunteered at Brookstone School and served on the Family Advisory Council at Levine Children’s Hospital.
In the early morning hours, you might find him roaming the streets of Charlotte with the men of F3 Nation.
Ask Me About:
- Bay Area sports
- My early morning workouts with F3
- Where to find the best nacho in Charlotte
Nick Foy, CFP®
Founder
Allie Crouch
Director of Client Experience
Allie is the brains (and the heart) of the operation at Greenway. She’s all about making sure our clients feel the love and get the best care possible. She also plans our electrifying events.
Allie is the engine that keeps our integrated platform running seamlessly. While our advisors manage the math, Allie manages the logistics, ensuring our clients receive a proactive, "white-glove" experience at every touchpoint. From seamless onboarding and account transitions to executing our high-end client events, Allie ensures nothing falls through the cracks.
A graduate of The Ohio State University with a Master’s Degree in Education, Allie’s background as a stand-out educator gives her a unique ability to anticipate needs and translate complex processes into simple, stress-free experiences for our families.
Outside of work, you can find Allie soaking up family time with her husband and three children around their home. With her warm, caring nature and knack for understanding people, Allie makes sure every client at Greenway feels like part of the family.
Ask Me About:
- Juggling (not literally) three kids under six
- My travel bucket list
- Buckeye football
Allie Crouch
Dir. of Client Experience
Natalie Foy, CFA, CFP®
Senior Advisor, CFO
Natalie joined Greenway Wealth in June of 2020 as an Associate Advisor and firm Chief Financial Advisor (CFO) after a 15-year career in banking, and became a Senior Advisor in the fall of 2022.
Natalie brings institutional-grade rigor to our clients' personal balance sheets. She transitioned to wealth management after a powerhouse 15-year career in investment banking, serving as a Managing Director on the Loan Sales and Trading desk at Citizens Bank and a Portfolio Manager at Bank of America Merrill Lynch.
Holding both the elite CFA® charter and the CFP® certification, Natalie specializes in translating incredibly complex financial data, from executive compensation to business valuations, into clear, actionable strategies. She partners with families to build the mathematical margin required for true financial freedom. She is a University of Richmond graduate, an active leader in FiA (Females in Action), and loves exploring the outdoors with Nick and their two children.
Ask Me About:
- Early morning runs with FiA
- How to plan the perfect family vacation
- Mastering the VLOOKUP function
Natalie Foy, CFA, CFP®
Senior Advisor, CFO
Jen Hill, CFP®
Associate Advisor
Jen joined Greenway Wealth Advisors in October 2023 as an Associate Advisor, driven by her passion for helping clients achieve their financial goals. She was drawn to Greenway Wealth’s financial planning approach that focuses on cultivating meaningful client partnerships and making financial planning a fulfilling and enjoyable experience.
Jen focuses on high-impact financial architecture, working closely with business owners, entrepreneurs, and high-net-worth families to maximize their wealth trajectory. She drives the strategic execution of our financial plans, ensuring every detail—from tax-loss harvesting to estate document handling—is handled with precision.
She began her career at Vanguard, swiftly advancing to partner with high-net-worth individuals as a Senior Financial Advisor. A graduate of Clemson University, Jen earned her CFP® certification in 2018. Originally from Asheville, she combines a sharp technical mind with a deep commitment to making the financial planning experience entirely frictionless for her clients.
Outside of work, she enjoys attending local comedy shows, exploring Charlotte's new restaurants, and listening to live music around the city.
Ask Me About:
- Training for my first half marathon
- Clemson football with my Dad
- Seeing Tay Tay in Sydney
Jen Hill, CFP®
Associate Advisor
Greenway Gives
At Greenway, giving is embedded our DNA.
We actively advise our clients on how to maximize their philanthropic impact through Donor-Advised Funds and tax-efficient giving. We believe it's our responsibility to be radically generous, too.
Giving is hardwired into the Greenway platform. Every quarter, we donate 10% of our top-line revenue to organizations making a measurable difference locally, nationally, and globally. To date, our firm has deployed over $400,000 to high-impact nonprofits. When you partner with Greenway Wealth, you are directly fueling the work of organizations like these:
Convoy of Hope is a faith-based, humanitarian organization whose driving passion to feed the world delivers hope where it's needed most.
Greenway has committed to donating fully 5% of our quarterly revenue to Convoy.
UrbanPromise Charlotte’s mission is to provide Charlotte’s children and youth with the spiritual, academic, and social development necessary to become Christian leaders determined to restore their communities.
Brookstone provides an affordable, excellent education for under-resourced students and families in Charlotte.
The Kilgoris Project partners with the local community to educate and feed the children of a Maasai village in Southwest Kenya.
The mission of Crisis Assistance Ministry is to provide assistance and advocacy for people in financial crisis, helping them move toward self-sufficiency.
Project One Scholarship Fund provides scholarships and individualized mentoring to help Mecklenburg County students from under-resourced, single-parent families successfully graduate from college.
Client Account Access
Easily (and securely) access your account information from anywhere, on any device, at any time.
