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.


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


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

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.



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.

Let's Talk Your Finances

We are ready to work together.