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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy? 
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating a plan unique to your individual situation.

David’s 20+ years in the field of financial planning and investment management has provided him with great breadth and depth of experience. He has worked with his clients through many diverse financial situations. A listening...

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Tara Kincaid

Registered Representative

(806) 745-9120

(888) 510-0691

Improving the lives of others is Tara’s number one passion. She uses her holistic approach to help families, small business owners and young professionals to create customized paths to financial freedom. Tara joined David at...

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Ashley joined David at Winston Financial in 2011 and is responsible for all client-oriented services as well as the firm’s marketing activities. She believes that a strong relationship is essential in effectively caring for every...

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Dianna Hill-Dunlap

Director of Client Services & Operations



Dianna brings over 30 years experience in the financial planning industry to Winston Wealth Advisors. She started her career in Houston, Texas working as a trader for a million dollar producer where she had the unique opportunity to be...

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Cassie joined us in 2017 and is responsible for assisting our clients with various levels of customer care.

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