Our Team

Iris Juarez

Client Services Associate

Iris Juarez Headshot

 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 balance to her job here at Winch Financial. A marathon runner, she has hit her stride in an industry that requires discretion, flexibility and an attention to detail. She is adept at managing both spreadsheets and people, and appreciates the opportunity to combine those skills.

In addition to running, Iris enjoys bowling, and spending time with her family and her dog, Ollie.