Sandy manages day-to-day operations, technology systems, and compliance standards while supporting complex client needs. She graduated from Northern Illinois University with a degree in Communications and has been with Winch Financial for 22 years. She holds multiple insurance licenses and is known for her strong organizational skills and attention to…
Laura shapes the firm’s brand and messaging while leading marketing strategy and client events. She has been with Winch Financial for 19 years and brings extensive writing and communications experience to her role. Laura creates meaningful experiences that strengthen relationships and support the firm’s mission. Toward that end, she manages…
Meghan manages the firm’s finances and data strategy while leading key initiatives and firm-wide projects. She has been with Winch Financial for 20 years and brings clarity and organization to complex challenges. She drives process improvements and collaborates across the company to help the team operate effectively. Meghan is passionate…
Vicki manages the firm’s accounting, billing, and tax coordination. She has been with Winch Financial for 16 years, holds a degree in accounting from Lakeland College, and is an IRS Enrolled Agent. In addition to her role at Winch Financial, she also owns a tax preparation business in Neenah. Vicki…
Kris maintains the integrity and organization of the firm’s data and client account systems. She has been with Winch Financial for 21 years and earned a Bachelor of Business Administration degree from St. Norbert College with a focus in finance. Her previous experience as an auditor, stockbroker, and accountant gives…
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.