Winkeljohn has spent his entire career focusing on partnering with companies in the design, implementation, and overall management of defined contribution plans. Taylor is an active member of the Junior League of San Diego, an organization of philanthropic women committed to promoting voluntarism, developing the potential of women, and improving the community through the effective action and leadership of trained volunteers.
She manages the firm's compliance program, operations, and partners with advisors to deliver infrastructure and support services.
Prior to joining the team in , Jennifer served as the Senior Vice President of Client Service Delivery for Aspire, an independent open-architecture recordkeeper, overseeing Aspire's Client Service and Operations divisions. She also previously served as President and Chief Compliance Officer of Independent Financial Partners, LPL Financial's largest hybrid RIA firm during her tenure there, while growing the firm's network of advisors and focusing on the build-out of its retirement plan consulting programs.
Jennifer holds her Series 7, 24, 63, and 66 registrations and is a member of the Florida Bar and various civic and professional organizations. Nate most recently held leadership positions at Cambridge Investment Research on their Advisory Solutions team, and previously led their Due Diligence team for over 5 years. He holds is Series 6 and 63 registrations. Who We Are. How We Help.
Investment Management BrokerCheck. Winkeljohn currently maintains Life and Health Insurance licenses. Fort Wayne , IN Reach out to us! Contact Us.
