Winter & Associates, Inc.

Shelby Birkeland is a financial advisor at Winter & Associates, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Winter & Associates, Shelby worked at Ovative Group and Wayfair and has a background that includes four years at Boston College and Saint Paul Academy and Summit School. Shelby is also a notary public, providing document notarization services primarily related to client needs during business hours. Winter & Associates, Inc. offers asset management, financial planning, and consulting services to individuals, families, trusts, estates, and small businesses, managing approximately $179.7 million in client assets. The firm employs a strategic asset allocation approach using fundamental analysis and typically recommends no-load mutual funds, ETFs, and individual securities, with accounts reviewed at least annually and managed on a discretionary basis when appropriate.

Taylor Floren is a financial advisor with Winter & Associates, Inc. in St. Paul, MN, holding a Series 66 designation and seven years of industry experience. Prior to joining Winter & Associates, Floren has worked with firms including North Star Consultants, Minnesota Life Insurance Co, CRI Securities, Securian Financial Services, and Van Clemens & Co., Inc. Outside of financial services, Floren has experience working at Floren Farms and in retail and service roles. Winter & Associates, Inc. provides asset management, financial planning, and retirement plan consulting services to individuals, families, trusts, estates, and small businesses. The firm manages approximately $179.7 million in client assets and utilizes fundamental analysis within a strategic asset allocation framework, typically recommending no-load mutual funds, ETFs, and individual securities, with portfolios reviewed at least annually.

Nicole Tietel is a financial advisor with Winter & Associates, Inc. in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at CRI Securities Inc, North Star Consultants, Winter & Associates Inc, Minnesota Life Insurance Company, and Securian Financial Services, Inc. Since 2015, she has also authored a book and serves as a trustee for a family trust. Additionally, she is co-owner of a commercial real estate holding company and participates as a committee member for a land and river watershed preservation foundation. Winter & Associates, Inc. provides asset management, financial planning, and consulting services to individuals, families, trusts, estates, and small businesses. The firm constructs tailored portfolios using fundamental analysis within a strategic asset allocation framework and manages approximately $179.7 million in client assets.

Jordan Heavens is a financial advisor at Winter & Associates, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked for six years at Vermillion Wealth Management and four years at Vermillion State Bank. Winter & Associates, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, and small businesses. The firm manages approximately $179.7 million in client assets and builds tailored portfolios using fundamental analysis within a strategic asset allocation framework.