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.
Client Relationship Manager & Paraplanner
Jen’s experience in the financial services industry spans nearly twenty-five years, ten of which have been with Wintergreen.
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.
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...
Client Service Associate
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...