Sam Winch
Managing Partner/Senior Advisor
Adam Winch, ChFC®
Managing Partner/Senior Advisor
Tanya Winch
Managing Partner/Financial Advisor
Christian Peterson, CMT®
Investment Analyst/Financial Advisor
Matt Weyers
Insurance Specialist/Financial Advisor
Sandy Shultz
Director of Operations
Jeremey Landskron
Research & Portfolio Analyst
Beth Gorr
Client Relationship Specialist
Daisy Gilbert
Client Services Specialist
Vicki Weinaug Martin EA
Accountant
Yin-Si Yang
Client Services Specialist
Iris Juarez
Client Services Specialist
Meghan Winch
Accounting/Billing Specialist
Laura Biskupic
Marketing Director
Kris Kersten
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.