Get to know

Jeff Winter

Jeff Winter

Independent Fiduciary

Jeff Winter is an independent fiduciary with an obligation to act in our client’s interests.
He graduated with Top Honors as an MBA in Finance and Economics. He specializes in retirement income planning while using strategies to minimize taxes.
Jeff ‘s hobbies include music. He favorite instrument is the guitar but he plays over 15 instruments and is an exceptional performer. He enjoys hiking, the outdoors and fine dining.  Jeff is exceptionally well read and can hold his own on most topics. His favorite pastime is spending time with his wife and 8 children.