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
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...
Tara Kincaid
Relationship Manager, Financial Planning
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.
Ashley Hougland
Relationship Manger, Financial Planning
888.510.0691
ashley@winstonwealthadvisors.com
Ashley Hougland is part of our financial planning team. She joined Winston Wealth Advisors in 2011.
Jacob Winston
Wealth Strategist
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...
Dianna Hill-Dunlap
Director of Operations
888.510.0691
dianna@winstonwealthadvisors.com
Dianna brings more than 40 years of experience in the financial planning industry to Winston Wealth Advisors.
Cassie Herrera
Client Relations Manager
888.510.0691
cassie@winstonwealthadvisors.com
Cassie joined us in 2017 and is responsible for assisting our clients with various levels of customer care.