Our mission at Winchester Wealth Advisors is to provide a welcoming and caring environment where you gain control, confidence, and clarity to help you reach your financial goals. We strive to help you feel empowered in the financial decisions you make, evaluate your financial opportunities and risks, and provide solutions tailored to your specific needs. We offer a steady hand to help you track your progress and adjust to changes in your life and the world.
Natalie is a jack of all trades and works directly with our clients to manage scheduling, process forms and paperwork, and resolve customer service requests. Natalie is also the notary public for our office. Natalie joined Ameriprise in 2022 after many years in banking.
Colin is an essential part of the financial planning process and works with our clients to gather and update their information prior to meeting. He joined Ameriprise in 2023 after earning his BS in Business Administration from the University of Illinois.
Taylor recently joined the team after earning her BBA in Finance, Investment and Banking at University of Wisconsin Madison. Prior to joining Winchester Wealth Advisors, she was a financial planning intern at Ameriprise.
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