Team

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 B. Winston

Executive Wealth Advisor

806.745.9120

888.510.0691

david@winstonwealthadvisors.com

David’s 29+ 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

Relationship Manager, Financial Planning

806.745.9120

888.510.0691

tara@winstonwealthadvisors.com

Tara uses a holistic approach to help families, small business owners, and young professionals create customized paths to financial freedom.

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Ashley Hougland

Relationship Manger, Financial Planning

806.745.9120

888.510.0691

ashley@winstonwealthadvisors.com

Ashley Hougland is part of our financial planning team. She joined Winston Wealth Advisors in 2011. 

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Jacob Winston

Wealth Strategist

972.372.0350

888.510.0691

jacob@winstonwealthadvisors.com

Jacob is excited to be the newest member of the Winston Wealth Advisors team. At a young age he showed a passion for mathematics. Naturally, it led him to pursue a career in finance and investments. He graduated with a bachelors degree...

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Dianna Hill-Dunlap

Director of Operations

806.745.9120

888.510.0691

dianna@winstonwealthadvisors.com

Dianna brings more than 40 years of experience in the financial planning industry to Winston Wealth Advisors. 

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Cassie Herrera

Client Relations Manager

806.745.9120

888.510.0691

cassie@winstonwealthadvisors.com

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

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