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Our Team

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

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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:...

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David Robertson

Ph.D., M.A.Ed., Financial Advisor

Credentials: Ph.D., M.A.Ed. Holds Series 7, 66 registrations and Life & Health Insurance licenses Dr. David Robertson is a Financial Advisor with Winona Wealth Management in Warsaw, IN. Robertson is a Warsaw native and a 1999 graduate...

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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...

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Amy Sutter

Client Relationship Specialist

(574) 699-4999

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.