Our advisors

Advisor photo for Susan Schwarm

Susan Schwarm

MBA, CFP®, CRPC

Private Wealth Advisor

Founder of Winchester Wealth Advisors
Learn more about Susan Schwarm Visit Susan Schwarm's website
Advisor photo for Philipp Tippow

Philipp Tippow

CFP®, CRPC, APMA

Financial Advisor

Managing Partner of Winchester Wealth Advisors
Learn more about Philipp Tippow Visit Philipp Tippow's website


Our team

Morgan Halstead

Morgan Halstead

Paraplanner

Natalie Schaefer

Natalie Schaefer

Client Concierge

Colin King

Colin King

Client Relationship Manager

Ellen Tippow

Ellen Tippow

Business Development Director,

Managing Partner of Winchester Wealth Advisors