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

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Angie

Manager, Client Service & Operations

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Our Extended Team LPL Strategic Wealth Services

Kara

Senior Marketing Consultant

Andrea

Client Service Specialist

Stephen

CFO

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Our Team