Synergy. The belief that iron sharpens iron.
When like-minded professionals work together, challenging their views and constantly refining their efforts, those professionals’ clients have an advantage.
Working as a team is the heart of our approach.
Our Financial Consultant – Jeff Winn handles investments and financial planning. He analyzes overall market conditions while regularly reviewing specific investments. Jeff meets with clients on a periodic basis to stay updated on individual situations and advises whether to make any tactical changes.
The team’s glue is Shelby Smith. She began working with Jeff in June, 2008 and quickly became a knowledgeable and valuable business Partner. “Person We Couldn’t Run Our Practice Without” takes up too much space on a business card, so her title stays ‘Partner’ as Shelby coordinates your relationship and makes sure the overall picture is taken care of.
Working with her is our newest team member, Kristina Rodionova. Kristina is our Client Services Manager and administrative assistant. She is the one you go to for any administrative and online access issues. Kristina is typically your first point of contact as she manages our phone system, schedules Jeff and Shelby’s appointments, and oversees new account establishment.
Knowing we have every element of service well under control allows Jeff and Shelby to focus their time and efforts on the best possible ways to protect and grow our clients’ assets and relationships.