Our diverse and friendly team provides education and ethical guidance to help all our clients build a strong foundation and work toward their goals.
Managing Partner
Business Manager
Practice Manager | Registered Planning Assistant
Registered Planning Assistant
Operations
Administrative Assistant
Managing Partner | [email protected]
I’ve been with Winslow, Wood & Associates since 1988. I have been a registered principal and securities registered representative for more than 25 years. I hold FINRA Series 7, 63, 24, 65, 51, and 53 securities registrations, as well as a New Mexico insurance license. I enjoy the complexity of financial planning and estate planning with my clients. It’s in the moments of complex planning that I really get to know my clients and we build mutual trust and long-lasting relationships. I’m proud of the team we’ve developed and built over the last several years to make sure that our clients are always a priority and taken care of. Outside the office, I enjoy spending time with my husband and our two grandchildren, whether it’s a getaway to one of our favorite places, swimming at home, or baking together. They remind me to slow down and take in the little moments, even if they never actually slow down.
Business Manager | [email protected]
I’ve been with Winslow, Wood & Associates since 2003. I’m the business manager and financial officer for the firm. I work on business development alongside Marilyn, Enjoli, and Sherri. When I’m not working, I enjoy projects around the house, traveling to San Diego, Barrett Jackson car shows, and, most importantly, spending time with my two grandchildren, who keep me very busy.
Practice Manager | [email protected]
I have been with Winslow, Wood & Associates since 2008. I’m a registered representative and practice manager for the firm. I hold my FINRA Series 7, 24, and 66 securities registrations. As a team with Marilyn and Sherri, I help to plan, imagine, develop, and organize a client’s financial plan and investment portfolio. I oversee day-to-day operations, personnel, and training programs. I believe that everyone should have the ability to build a life of financial independence and consider the best part of my job to be witnessing those goals come to life. In my free time, you can find me at home enjoying life with my son, family, and friends. I enjoy getting outdoors, baseball games, and reading anything I can get my hands on.
Registered Planning Assistant | [email protected]
I started with Winslow, Wood & Associates in 2007. I’m a registered planning assistant for the firm. I hold my FINRA Series 7 and 66 securities registrations. The best part of this job is being able to dig into research and analyze the details of what makes up the different investment options, and as a team with Marilyn and Enjoli, designing a client’s investment portfolio to be perfect for them. Outside the office, I enjoy everyday moments with my husband and two beautiful daughters. I love to watch movies, play outside with my girls, and spend time laughing with friends and family.
Operations | [email protected]
I’ve been with Winslow, Wood & Associates since 2008. I’m the operations assistant for the firm and work closely with Marilyn, Enjoli, and Sherri on a broad range of operational inquiries to make sure that our clients have everything they need. When I’m not working, I dedicate my time to different local charities, hiking, baking, and spending time with my husband, two rowdy adorable dogs, friends, and family.
Administrative Assistant | [email protected]
I have been with Winslow, Wood & Associates since 2001. I’m the administrative assistant for the office and help to maintain and organize the office and its day-to-day operations. I love getting to know our clients when they come in for meetings and enjoy being the first person to greet them. In my free time, I love getting out for an adventure my with husband and our son. I love to travel and camp, and I take great pride in my green thumb and keeping all the office plants alive.