Broker Check

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.

 

Karen has 30 years of experience in the financial services industry and founded Wintergreen Financial Group in 1995.

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Bonnie is an experienced professional and has been working in the financial service industry field for over 28 years.

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Jen rejoined Wintergreen Financial Group after twelve years with Coastal Enterprises Inc. (CEI) as both a Relationship Manager for the southern Maine commercial lending group and as the Fund Administrator for CEI Community Ventures Inc.

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With over 10 years of financial service industry experience in client relations, Eliscia joins Wintergreen as our Client Service Specialist. She has a passion for building long-lasting relationships with our clients and is dedicated to...

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Schelyce joins Wintergreen Financial Group as an assistant to Bonnie Faherty, employed by our Broker Dealer LPL Financial. She most recently assisted multiple financial advisors as a remote office assistant at Cambridge Investment...

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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...

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