Our Team

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,...

Growing up in the Midwest taught Travis to appreciate the great outdoors and the simple things in life. During his teenage years he lived in the Pacific Northwest where his enthusiasm for the outdoors grew. His main passions include...

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 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. In college,...

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...

Having grown up in Iowa, Gerry developed an interest in serving people. Gerry graduated from Drake University in Des Moines, IA. In 1984, he became securities licensed to better help his clients with broader array of solutions. Over...

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...