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• Investment Management Process
  • Intro To Investment Management
  • Investment Process
  • Creating An Individualized Plan
  • Monitoring & Revising The Plan
• Financial Planning Process
• The Winthrop Difference
  • Being a Fiduciary
  • Portfolio X-Ray
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  • Initial Allocation Strategy
  • Initial Goal Planning & Assessment
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• Our Team
  • Thomas J. Saunders
  • R. Brian Werner, CFA®, CFP®
  • Ryan Carney
  • William D. Sands, Jr.
  • Deborah A. Stauring, CFP®, ChFC, AIF
  • Jennifer D. Roberts, RP®
  • Christy Bozard
  • Thomas Bunting
  • Bill J. Williams
  • Angela Sorensen
  • Kyle Bubeck
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