With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

John Winans

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about John Winans Visit John Winans's website

Lonnie L Bathurst

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lonnie L Bathurst Visit Lonnie L Bathurst's website

James Gorowski

BFA

Financial Advisor

Chief Investment Officer of Clockwise Financial Partners
Learn more about James Gorowski Visit James Gorowski's website


Our team

Lynda Wegrzyn-Gonterman

Lynda Wegrzyn-Gonterman

Office Manager

Joyce Bruch

Joyce Bruch

Client Service Manager