Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Tax Planning Strategies

Awards & recognition

  • Clockwise Financial Partners, Ameriprise Client Experience Award, 2020-2024
  • John Winans, Ameriprise Circle of Success, 2024
  • Lonnie L Bathurst, Ameriprise Circle of Success, 2024
  • James Gorowski, Ameriprise Circle of Success, 2024

Community participation

John Winans volunteers his time on the City of Litchfield Economic Development Commission and serves as the vice chairman of the HSHS St. Francis Hospital Board. James Gorowski volunteers his time by coaching four different sports teams. This includes baseball, flag football, softball, and soccer. James also serves on the Litchfield School Board. Lonnie Bathurst serves on the City of Litchfield Economic Development Commission. He holds civic volunteer work near to his heart.

Our photos

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