Team

Our team brings you decades of experience in the Financial Services Industry. Our goal is mutual understanding – communicating on both an analytical and intuitive level. Clients often tell us they appreciate not only our quantitative style but our consultative process. We take a comprehensive approach to understanding how one goal impacts the entire plan.

 

Jennifer K. Walker

Client Relationship Manager & Paraplanner

jen@wintergreenfinancialgroup.com

Jen’s experience in the financial services industry spans over twenty-two years, seven of which have been with Wintergreen.

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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.

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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...
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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...

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