Sam co-leads the firm and brings deep expertise in comprehensive financial planning and wealth management for our clients. During his 25 years at Winch Financial, he has developed expertise in comprehensive financial planning and wealth management. He is passionate about building long-term relationships and developing strategies aligned with each client’s…
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, he works as both a financial advisor and an investment analyst. He graduated from Luther College in 2006 and earned the Chartered Financial Consultant (ChFC®) designation,…
Tanya co-leads the firm and delivers personalized financial planning tailored to each client’s unique goals and needs. She works across multiple areas of the organization, spearheading HR efforts while strengthening the client experience and community impact. Tanya earned a BA in Communication from Miami University and holds her Series 65…
Christian conducts investment research and analysis with a focus on clear, client-centered advice. He graduated from the University of Massachusetts with a BA in History and has been with Winch Financial for 18 years. He holds both the Series 65 license and Chartered Market Technician (CMT®) designation. He has also…
Matt provides personalized financial guidance and develops insurance strategies that support our clients’ goals. With 14 years at Winch Financial and a background as a classroom teacher, he effectively explains complex insurance topics in both seminars and one-on-one settings. Matt holds the Series 65 and multiple insurance licenses. Matt takes…
Jeremey directs investment research and strategy and provides market insights to guide client portfolios. He has been with Winch Financial for 16 years and earned a Bachelor of Business Administration degree from the University of Wisconsin-Madison. Jeremey works closely with advisors and the investment team to help clients stay focused…
Beth leads the client services team and upholds service standards to deliver an exceptional client experience. She earned an associate’s degree in accounting from Fox Valley Technical College and has been with Winch Financial for 27 years. Beth is known for her thoughtful approach and dedication to building meaningful relationships.…
Daisy supports our clients with thoughtful, attentive service while managing workflows and maintaining high service standards. She has been with Winch Financial for 12 years, holds an insurance license, and brings a strong understanding of client account management. A keen problem solver, Daisy likes to help others. She is a…
Yin-Si coordinates scheduling, service requests, and account maintenance while helping clients with well-informed support. She helps ensure smooth day-to-day operations and is known for her attention to detail and collaborative approach. Yin-Si takes pride in delivering thoughtful service and helping things run smoothly behind the scenes. Outside the office, Yin-Si…
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. She joined the team…