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
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.