How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Karen True Winslow , CFP®, ChFC, AIF®
Wealth Advisor
karen@wintergreenfinancialgroup.com
Karen has 30 years of experience in the financial services industry and founded Wintergreen Financial Group in 1995. As a Wealth Manager she offers a full range of investment services with a comprehensive and caring approach.
Jennifer K. Walker, FPQP®
Client Relationship Manager & Paraplanner
jen@wintergreenfinancialgroup.com
Jen’s experience in the financial services industry spans nearly twenty-five years, ten of which have been with Wintergreen.
Matthew Welch
Client Operations Specialist
matt@wintergreenfinancialgroup.com
Matt recently joined Wintergreen Financial as a Client Operations Specialist. Originally from Rochester, NY, Matt attended Babson College, earning a business degree in marketing and entrepreneurial studies. Over the years Matt has...
Tamara Coffey
Client Service Associate
tamara@wintergreenfinancialgroup.com
Tamara joins Wintergreen Financial Group as our Client Service Associate employed by our Broker Dealer, LPL Financial, directly working with Karen Winslow.Tamara began her professional career at LPL Financial in 2015 as a member of the...