The Big Picture:

Life changes can be stressful.  Sometimes exciting, sometimes frightening, they can cause us to question if we are doing the right things with our money.  That’s where we can help.  Our focus is to help women and couples make sound financial decisions by educating them on their options and helping them make informed choices.  As holistic financial planners, we help our clients look at all aspects of their lives to create a plan that works best for them.  Most importantly, we help build flexibility in the plan to allow for the inevitable opportunities and challenges that life brings.  Understanding the big picture of your money is an important first step to your financial future.  We regularly meet to look for financial planning opportunities that arise from life, laws and the economy.

Investment Management:

Once your plan is designed, we will handle the investment management for you.  Our team includes an Investment Manager whose sole job is to take care of our client’s investments.  We strive to provide you with clear and concise communication regarding your investment portfolio.  We understand you are busy taking care of the other aspects of your life.  

Team Approach:

Our team consists of four Certified Financial Planners (CFP^®), with various specialties.  Additionally, our Investment Manager is a CFA charterholder.  We believe collaborative teamwork provides a better experience for our clients.  Our combined experience and specialties allow us to design optimal strategies so you can better reach your financial goals.  Additionally, our clients have the comfort that an entire team is available to assist them rather than being dependent on one person’s availability.

Damian Winther is a Certified Financial Planner™ professional as well as a Registered Representative and Investment Adviser Representative with Financial Network Investment Corporation.  Damian is a Magna Cum Laude graduate of the University of Minnesota-Duluth where he earned a Bachelor’s of Business Administration (BBA) degree while majoring in Finance.  Damian has been actively involved in the financial services industry since 1999 and has a broad range of knowledge including banking, investment management, portfolio allocation, risk management, taxation strategies, and estate planning.  Prior to joining KLB Financial, Damian worked for the Office of the Comptroller of the Currency (OCC) as an Assistant National Bank Examiner.

Damian and his wife, Jill, live in Medina with their three daughters, Camryn, Keeley, and Hayden.  When not working or studying, Damian can often be found on the golf course, at a local ice arena, or on a softball diamond.  A long time resident of the Minneapolis area, Damian remains active in the community’s youth and adult sports associations and is also a member of the Financial Planning Association.