Meet Our Team
Meet Our Team
Dedicated to serving your financial needs, our team of seasoned private wealth advisors blends deep industry knowledge with our people-first approach. For 25+ years we have helped our clients make informed financial decisions. We look forward to helping you next.
David Winchell
Managing Director, Private Wealth Advisor
Angie
Manager, Client Service & Operations
LPL Extended Team
Kara
Senior Marketing Consultant
Sandra
Client Concierge
