Broker Check
 

Our Team

Our people first approach means we need great people on our team. Each member of our team brings unique skills and experience allowing us to understand and work toward your unique financial goals with purpose and unmatched personal service.

Credentials: ChFC-American College Bachelor of Arts in Communications-Grace College MA Missions-Grace Theological Seminary Holds Series 7, 63, 24 and Life and Health Insurance licenses Work Experience: David has spent the past 20 years...

Read more

Credentials: CPA, CFP®, Bachelor of Arts in Accounting, Business Administration and Communication at Grace College, Summa Cum Laude Holds Series 7, 66, and Life & Health Insurance licenses Work Experience:...

Read more

Bethany Jones

Client Relationship Specialist

5746994999

Work Experience: Prior to joining the Winona Wealth team, Bethany worked in restaurant management and taught private piano lessons. In her current role, she enjoys the opportunity to meet the needs of our clients and provide support to...

Read more

Brandi Wright

Client Relationship Specialist

5746994999

Credentials: Bachelor of Arts from Grace College and Theological Seminary Work Experience: Brandi has been an active member of our community. She greatly enjoys serving our clients and helping resolve their needs. Brandi is the heart...

Read more

At Winona Wealth, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Whether you are still researching financial planning services or are ready to get started with your own financial plan, let us help you get started.