Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Clockwise Financial Partners
Team photo for Clockwise Financial Partners

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Our advisors

Advisor photo for John Winans

John Winans

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about John Winans Visit John Winans's website
Advisor photo for Lonnie L Bathurst

Lonnie L Bathurst

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Lonnie L Bathurst Visit Lonnie L Bathurst's website
Advisor photo for James Gorowski

James Gorowski

BFA, CFS®

Financial Advisor

Chief Investment Officer of Clockwise Financial Partners
Learn more about James Gorowski Visit James Gorowski's website


Our team

Lynda Wegrzyn-Gonterman

Lynda Wegrzyn-Gonterman

Office Manager

Joyce Bruch

Joyce Bruch

Client Service Manager

Averie Schmelzle

Averie Schmelzle

Intern,

Marketing Coordinator