Sam co-leads the firm and brings deep expertise in comprehensive financial planning and wealth management for our clients. With more than 25 years in the wealth management business, Winch Financial President, Sam Winch, has maintained a passion for investment management and education. A frequent lecturer, Sam has taught classes at…
Adam co-leads the firm and specializes in investment strategy, retirement planning, and portfolio management for our clients. 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…
Tanya co-leads the firm and delivers personalized financial planning tailored to each client’s unique goals and needs. Well-rounded and highly creative, Tanya Winch plays key roles in the Winch Financial accounting, sales, strategy and marketing departments. She earned her Series 65 license and has been seeing clients from her office…
Christian conducts investment research and analysis with a focus on clear, client-centered advice. In his role as investment analyst, Christian prepares charts and technical analysis for the daily investment department meetings. He is also a Registered Investment Advisor Representative and achieved his FINRA Series 65 designation and his Chartered Market…
Matt provides personalized financial guidance and develops insurance strategies that support our clients’ goals. Education continues to be a key element of insurance analyst Matt Weyers’ life. A former classroom teacher, Weyers effectively breaks down the elements of a complicated industry in both seminars and one-on-one settings. Matt holds both…
Jeremey directs investment research and strategy and provides market insights to guide client portfolios. As investment officer, Jeremey also plays an active role in the design and allocation of client portfolios, and assists the advisors with client accounts. Among many other client-focused research projects, Jeremey analyzes and prepares reports on…
Beth leads the client services team and upholds service standards to deliver an exceptional client experience. One of the company’s most veteran employees, Beth has taken on a lead role at a company she has seen grow from a six-person local company to a firm four times that size with…
Daisy supports our clients with thoughtful, attentive service while managing workflows and maintaining high service standards. She combines an extensive background in the insurance industry with more than a decade of work at Winch Financial. She offers a keen understanding of client account management and an ability to explain each…
Yin-Si coordinates scheduling, service requests, and account maintenance while helping clients with well-informed support. Reliable, competent and game to jump in when needed, Yin-Si is a valuable member of the Winch Financial team. She is one of the first people clients see when they walk in the door, and she…
Iris provides friendly and reliable support for clients’ day-to-day service needs and questions. Iris first came to Winch Financial to help out with our busy tax season. A quick study, she fit in so seamlessly, she quickly became a key member of the client services team. Iris brings a natural…