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 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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Jennifer K. Walker, FPQP®

Client Relationship Manager & Paraplanner

jen@wintergreenfinancialgroup.com

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@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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