How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Karen True Winslow , CFP®, ChFC, AIF®

Wealth Advisor

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.

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Jennifer K. Walker, FPQP®

Client Relationship Manager & Paraplanner

Jen’s experience in the financial services industry spans nearly twenty-five years, ten of which have been with Wintergreen.

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Matthew Welch

Client Operations Specialist

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...

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