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Winch Financial

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  • 1.800.640.8010
  • About
    • Our Team
    • Our History
    • Community Involvement
    • Financial Education Registration
    • Important Disclosure
    • ADV Part 2A Brochure
    • Privacy Policy
    • Form CRS
  • Wealth Management
    • Investment Management
  • Financial Services
    • Risk Management / Insurance
    • Tax Planning & Preparation
    • Retirement Planning
    • Estate Planning
    • Charitable Giving
    • Education Planning
    • Business Planning
  • Knowledge Hub
    • Market Commentary
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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.
  • Sam Winch
    Managing Partner/Senior Advisor
  • Adam Winch, ChFC®
    Managing Partner/Senior Advisor
  • Tanya Winch
    Managing Partner/Financial Advisor
  • Christina V. Winch
    Founder
  • Jeremey Landskron
    Research & Portfolio Analyst
  • Sandy Shultz
    Director of Operations
  • Matt Weyers
    Insurance Specialist/Financial Advisor
  • Christian Peterson, CMT®
    Investment Analyst/Financial Advisor
  • Beth Gorr
    Client Relationship Specialist
  • Daisy Gilbert
    Client Services Specialist
  • Kris Kersten
    Client Services Specialist
  • Laura Biskupic
    Marketing Director
  • Vicki Weinaug Martin EA
    Accountant
  • Meghan Winch
    Accounting/Billing Specialist
  • Yin-Si Yang
    Client Services Specialist
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  • About Us
    • Our Team
    • Our History
    • Community Involvement
    • Financial Education Registration
    • IMPORTANT DISCLOSURE
    • ADV PART 2A BROCHURE
    • FORM CRS
    • PRIVACY POLICY
  • Wealth Management
    • Investment Management
  • Financial Services
    • Risk Management / Insurance
    • Tax Planning & Preparation
    • Retirement Planning
    • Estate Planning
    • Charitable Giving
    • Education Planning
    • Business Planning
  • Knowledge Hub
    • Market Commentary
Contact Us

424 E Wisconsin Avenue
Appleton, WI 54911
T 920.739.8577 | F 920.954.5499
info@winchfinancial.com

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© Winch Financial 2025. All rights reserved. For educational purposes only, and not directed toward the individual needs of any investor. Please consult a licensed financial professional before making any investment decisions.