Sam Winch
PresidentChristina V. Winch, Founder
Chief Executive OfficerAdam Winch, ChFC®
PresidentTanya Winch
Financial Advisor/VPJeremey Landskron
Research & Portfolio AnalystSandy Shultz
Director of OperationsMatt Weyers
Insurance Specialist/Financial AdvisorChristian Peterson, CMT®
Investment Analyst/Financial AdvisorBeth Gorr
Client Relationship SpecialistDaisy Gilbert
Client Services SpecialistKris Kersten
Client Services SpecialistLaura Biskupic
Marketing DirectorVicki Weinaug Martin EA
AccountantMeghan Winch
Accounting/Billing SpecialistYin-Si Yang
Client Services Specialist
Our Team
The enthusiasm and professionalism with which we build each client relationship extends to the entire firm. Even as the business continues to grow, our staff shares a spirit of camaraderie and a singular focus on helping our clients envision and achieve their goals.