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.  

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. Adam and his wife Hannah live in Appleton with their adorable dog.    

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.  

He is also a Registered Investment Advisor Representative and achieved his FINRA Series 65 designation and his Chartered Market Technician (CMT®) designation. Eventually he plans to earn his Certified Financial Planner designation as well. A featured speaker for the Learning in Retirement program through the University of Wisconsin – Oshkosh, Christian also has taught classes at the University of Wisconsin – Fox Valley. He graduated from the University of Massachusetts with a BA in History and has worked as the business manager for high profile outlets like Best Buy, Whole Foods and Goldblatt’s Department store. Christian and his wife, Paula, an artist, have two children.

Matt holds both an insurance license and a Series 65 certification. He also works with businesses on their buy/sell agreements and key man insurance policies. In addition to his work with Winch Financial clients, in which he analyzes insurance needs and make suggestions regarding life insurance, long-term care insurance and estate planning, Matt teaches classes and hosts seminars. Outside the office, Matt, an avid outdoorsman, and his wife Jillayna, a teacher, are the parents of two small children. If you have insurance questions related to your personal or business needs, or if you just want to compare fishing stories, contact Matt today.