Definitive Wealth

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

David Winekoff, Private Wealth Advisor serving the Chicago, IL area - Ameriprise Advisors

David Winekoff

CFP®, MS, CRPC®, APMA®

Private Wealth Advisor

Managing Director
Visit David Winekoff's website
Paige Kerr, Associate Manager serving the Chicago, IL area - Ameriprise Advisors

Paige Kerr

CFP®, CRPC®, CEP®, CPWA®

Associate Manager

Managing Director
Visit Paige Kerr's website
Bonnie Schultz, Financial Advisor serving the Chicago, IL area - Ameriprise Advisors

Bonnie Schultz

Financial Advisor

Managing Director
Visit Bonnie Schultz's website
Tim Moffitt, Financial Advisor serving the Chicago, IL area - Ameriprise Advisors

Tim Moffitt

CFP®, MBA

Financial Advisor

Associate Vice President
Visit Tim Moffitt's website

Team

Saly Ortiz

Saly Ortiz

Registered Client Service Associate

Roles & Responsibilities

  • Calendaring
  • Client Service
  • ACD Program Support
  • Marketing Events
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Brandon Middleton

Brandon Middleton

Registered Client Service Associate

Jaclyn Kapovich

Jaclyn Kapovich

Operations Leader