Broker Check


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. 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

Client Relationship Manager & Paraplanner

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

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