Our Team
Damon S. Winter LUTCF®, CFS®, FSCP®, RFC®, 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,...
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...
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...
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...
Kara Kroeger
Administrative Assistant
