A frequent lecturer, Sam has taught classes at UWO-Fox Cities and through the University of Wisconsin – Oshkosh’s Learning in Retirement program. Sam holds several licenses including Series 65, health and life insurance. He juggles several roles at Winch Financial as president, an investment analyst and an advisor. Previously, he worked as a representative for both Securities America and Woodbury, which gives him added insight into the analysis and review of commissionable products. As a registered investment advisor representative, Sam enjoys a large client base and meets with investors regularly to discuss their retirement goals, financial opportunities and progress. He also makes allocation suggestions and coordinates with members of the investment department to optimize portfolios. Sam is a proud husband to Meghan and father of three sons. Get to know Sam better: What was you first job: Darboy Fried Chicken Describe your most memorable vacation: I loved hiking the Grand Tetons. Coffee or tea: Coffee Cat or dog: Dog Best book you ever read: Night by Elie Wiesel What is your favorite season: I enjoy them all but I really enjoy the daylight of the summer in Wisconsin.
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Adam Winch, ChFC®
A registered investment advisor representative since 2008, Adam has worked for Winch Financial since he graduated summa cum laude from Luther College in 2006. Initially, he worked as an advisor, meeting clients and analyzing investment opportunities. Currently, he is both a financial advisor and an analyst with the investment team. Adam recently earned the prestiguous Chartered Financial Consultant designation, having passed seven core curriculum courses and an additional course on contemporary applications in financial planning. As a ChFC, Adam honors the fiduciary standard and will always work in the best interest of his clients. He sees a full schedule of clients and meets daily with both the investment team, tracking market trends and investment opportunities. Get to know Adam better: What was you first job: Hollywood Cinema Describe your most memorable vacation: Greece with family on Santorini Island Coffee or tea: Coffee Best book you ever read: East of Eden What is your favorite season: Fall
Tanya Winch
Tanya began working with Winch Financial in a remote business development role, which culminated in her gaining her registered investment advisor representative designation. Along with Meghan, she spearheaded a recent exterior renovation that earned Winch Financial the Appleton Northside Business Association Image Award. Tanya also heads up the company’s very active charitable donation program. Tanya holds a BA in Communication from Miami University in Oxford, OH. Outside the office, Tanya and her husband Doug, an IT professional, are professional musicians who play in an Austin-based band. Get to know Tanya better: First Job: I rode my bike to Ferron’s menswear on College Ave and vacuumed, dusted and cleaned the bathroom. Most memorable vacation: Our 2018 trip to Scotland, which included multiple days in the delightfully charming city of Edinburgh. I was not expecting to love Scotland as much as I do. Hoping to visit again very soon. Coffee or Tea: Both and a lot of them. My mugs are approximately the size of kiddie backyard pools. Dog or cat: Two of the most human (and slightly spoiled) dogs in Texas. Cats not allowed due to allergies, although I like cats and wish I could snuggle them. Best book you ever read: Tie between East of Eden and Cutting for Stone but the book I read the most often is The Bible. Favorite season: Summer in Wisconsin. Spring in Austin.
Jeremey Landskron
Among many other client-focused research projects, Jeremey analyzes and prepares reports on individual stocks and securities. He is a key member of the Winch Financial investment team. Prior to working for Winch Financial, Jeremey worked at two other investment firms. He has 18 years of experience in the finance industry, including 13 years of experience focused on investments. Landskron earned a BBA degree in Banking, Finance, & Investments from the University of Wisconsin – Madison. Jeremey and his wife, Amanda, a nurse, are the parents of twin boys. Get to know Jeremey better: What was you first job: I worked in roofing/construction. It was absolutely exhausting and I was eager to move to a career in finance as quickly as possible. Describe your most memorable vacation: We regularly go camping all over the state of Wisconsin. My most memorable vacation is probably the camping trip when I asked Amanda to marry me. Coffee or tea: I don’t drink any of that stuff. No hot beverages; no caffeine. I mostly drink water. Cat or dog: We have had dogs, cats and chickens over the years. Best book you ever read: The Warren Buffett Way by Robert G. Hagstrom. What is your favorite season: Spring
Sandy Shultz
A quick study, Sandy relishes her multiple-level jobs and is licensed in life, accident and health insurance. Her appreciation for thorough research and analysis is evident throughout her work. Sandy graduated from Northern Illinois University in 2002 with a Journalism degree and, outside the office, she continues to do some freelance work in marketing and PR. She and her husband Jason, who met on the NASCAR circuit, live in Freedom, Wisconsin with their daughter Katelynn. They also own Dirt Kings Tour, a late model racing series. Get to know Sandy: What was you first job: I worked in the Accessories Department at Dayton’s in the Fox River Mall selling purses and jewelry. Describe your most memorable vacation: We went to Hawaii in February 2020 to celebrate our 15th anniversary along with our daughter and my parents, who were celebrating their 40th anniversary! On Oahu, we toured Pearl Harbor, visited the North Shore, saw incredible waves and surfers. We enjoyed some Hawaiian Shaved Ice, visited the Dole Plantation, saw whales in the Pacific and hiked Diamond Head. After a few days in Waikiki we spent a week on Maui, enjoying the beautiful town of Lahaina and Kaanapali Beach. We saw so many whales on our snorkeling tour to Molokini Crater and took a sunrise whale watching cruise. We enjoyed many walks down Front Street in Lahaina and had delicious meals at Fleetwood’s, Down the Hatch, Cheeseburger in Paradise and attended a luau at Old Lahaina Luau. We made so many incredible memories as a family. Coffee or tea: Coffee! Cat or dog: Cats! Best book you ever read: The Bible What is your favorite season: Summer!