Image

New Staff Member - Samantha

March 05, 20251 min read
Image

We’re excited to introduce you to our newest employee, Samantha Ocanas! Samantha has several years of administrative, sales, and support service in the life and health insurance space. She is working for us in the office Monday-Thursday to support us on the administrative and client servicing side of our business. If you need to schedule a meeting with Chad or Jessica, or if you have any servicing needs for your investment or insurance accounts, please reach out to Samantha. She can be reached via email at [email protected] or by calling the office 254.776.8400 ext 4.  We’re excited to have her on our team and she is eager to get to know you and help!

Youtube logo icon
Back to Blog

Disclosure:

Winnow Wealth, LLC (“Winnow Wealth”) is a Registered Investment Adviser. The information presented is not investment advice – it is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser when making investment decisions. This content is intended to provide general information. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. Past performance is no guarantee of future returns. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.

Additional Important Disclosures may be found in the Winnow Wealth Form ADV Part 2A which we will provide upon request. Investment advisory services also offered through Brookstone Wealth Advisors (BWA), a registered investment advisor. Winnow Wealth & BWA are independent of each other.