Broker Check

Our Team

Damon S. Winter LUTCF®, CFS®, FSCP®, CES™

Financial Planner

Raised in Southern Oregon, Damon Winter witnessed and experienced the harsh economic effects of the 1980’s recession. Determined to rise above and make a positive difference, Damon entered the financial services profession,...

Read more

Travis Kroeger

Financial Planner

Travis started his financial services career with MassMutual Life Insurance Company in 2004 as a life insurance agent. In December of 2011, he began working with his father Gerry Kroeger who has been a financial advisor since 1984. In...

Read more

Harold D. West, CLU®, CFS®, RFC®

Financial Planner- Advanced Markets


Born and raised in Michigan, Harold entered the financial services industry directly from college. He soon developed a passion for educating clients to use advanced and tax efficient concepts, and to make informed decisions about their...

Read more

Mary Newman

Executive Assistant to Damon Winter


Mary enjoys serving in an important supportive role, assisting Damon Winter, so our clients receive best in class service. She is committed to utilizing her previous management experience, energizing our focused atmosphere. For over...

Read more

Kara Kroeger

Administrative Assistant

Kara enjoys working as an Administrative Assistance for her father and brother, Gerry and Travis Kroeger. Attention to detail and organization are her forte. Kara’s goal is to make sure Gerry and Travis are prepared to best serve...
Read more

Jacque LeFore

Jacque LeFore received a CFP® certificate in 2002. After graduating with a Bachelor of Science in Mathematics from Oregon State University in 1991, Jacque went on to work in several of the major insurance firms as a financial...
Read more