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Helping you towards growing the life you want.

You are unique and your plan should be too. At Winston Wealth Advisors, we do so much more than manage your money.

How We Can Help
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Plan Your Finances

At Winston Wealth Advisors, our goal is to help our clients with every aspect of their financial lives.

We start with taking the time to get to know you and understand your financial goals. Then, we work closely with you to create a meaningful and thoughtful long term financial plan. Our steady, disciplined approach is designed to help you remain focused on where you want to go and the steps to get there.

Meet Our Team

Financial Advice Shouldn’t Be Complicated

Our company is based on the principle that understanding your current financial situation is vital to successfully making prudent decisions about your financial future.

We are so blessed to have the privilege of serving many of our clients for more than 20 years. The referrals from our valued clients are how we have grown over the years.

If you have any questions about your finances or you wish to schedule an appointment, click below to contact us. We look forward to meeting you.

A woman and a man collaboratively working on a digital project, surrounded by greenery. The man is pointing at a large screen displaying interface elements, and the woman is interacting with another section of the display. Both are actively engaged, suggesting a dynamic work environment. The background is dominated by dark and light green hues, accompanied by abstract shapes, enhancing the theme of creativity and innovation.

Meet Our Experienced Financial Professionals


David B. Winston

Wealth Advisor


Wealth Advisor


Tara Kincaid

Relationship Manager,
Financial Planning

ashley houghland

Ashley Hougland

Relationship Manager,
Financial Planning

Dianna Hill-Dunlap

Dianna Hill-Dunlap

Director of Operations

Cassie Herrera

Cassie Herrera

Client Relations Manager

Contact Us

We’d love to hear from you!

Get In Touch


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