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We help you protect & grow.

Our Mission

We provide superior service and understanding to each client about how to navigate finances for now and in the future. When we work on planning, we have to have a plan that works — now, in 10 years, and through retirement — by setting goals and designing plans to reach them.

What we do

Our Services

Achieve understanding and confidence in your financial decisions.

Business

Retirement and legacy planning, employee benefits, tax strategies, wealth & risk management

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Individual

Retirement & investment planning and education, long-term disability and care planning & life insurance

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Why Choose Us

Different on purpose - and with a purpose.

We strive to provide stellar customer service and open communication through the good times and the bad. We want to be there for our clients and talk to them when they need us, whether they are going through a major life change or have a few small things going on. My team works together, ensuring everything is seamless and going according to plan. We are loving, happy, energetic, and above all, caring.

win·now
/ˈwinō/

verb

find or identify (a valuable or useful part of something).

We chose the name Winnow Financial because our clients have worked hard sowing and harvesting their wealth. Our role is to evaluate your harvest, sifting out the unnecessary and set you up for continued growth.

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Let's Talk Your Finances

We are ready to work together.

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Licensing
Broker Check

Company

Office

  • Location

    8 Greenway Plaza
    Suite 1005
    Houston, TX 77046

  • Email Us

    AudreyJohnson@financialguide.com

  • Call Us

    (713) 402-3830

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

I am a Registered Representative of and offers securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office: 100 South Fifth Street, Suite 2300, Minneapolis, MN 55311 (612) 333-1413. ROA2 Partners is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. CRN202611-5074553

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