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:
We also can answer your questions, including:
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.
Executive Wealth Advisor
David’s 25+ 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...
Relationship Manager, Financial Planning
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...
Relationship Manger, Financial Planning
Ashley Hougland Ashley is a graduate of Texas Tech University. She joined David at Winston Wealth Advisors in 2011 and is part of our planning team. She believes that a strong relationship is essential in effectively caring for every...
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...
Director of 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...
Client Relations Manager
Cassie joined us in 2017 and is responsible for assisting our clients with various levels of customer care.