Sandy manages day-to-day operations, technology systems, and compliance standards while supporting complex client needs. 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…
Laura shapes the firm’s brand and messaging while leading marketing strategy and client events. Biskupic began her career as a sports writer 40 years ago. In the intervening years she has worked as Sports Information Director at Benedictine University, a journalism teacher at Xavier High School and as a freelance…
Meghan manages the firm’s finances and data strategy while leading key initiatives and firm-wide projects. As a key member of the accounting team, Meghan Winch has excellent organizational skills and a keen eye for detail. Working with accountant Vicki Weinaug Martin, EA, Meghan handles our billing and accounts. She also…
Vicki manages the firm’s accounting, billing, and tax coordination. When it comes to time management, Winch Financial accountant Vicki Weinaug knows how to prioritize. Due to her multiple roles, Vicki can spend up to 80 hours a week working during tax season. Prior to working at Winch Financial, she spent…
Kris maintains the integrity and organization of the firm’s data and client account systems. Although she may not meet them face-to-face, Winch Financial client services support representative Kris Kersten plays an integral role in the exceptional service clients receive at Winch Financial. Kris works behind the scenes smoothly coordinating both…
Jude supports day-to-day office operations, including administrative tasks, data entry, and special projects. Born and raised in Austin, Texas, Jude came to Wisconsin temporarily for a job as an administrative assistant during Winch Financial’s very busy tax season. Offered the opportunity to extend his stint here, he eagerly agreed. Jude…
Helen provides administrative and reporting support for the office.
Savanna provides administrative and reporting support for the office.