Paul Winkler, Inc.

Curtis Henson is a CFP® professional with eight years of industry experience, currently serving at Paul Winkler, Inc. since 2015. He is based in Goodlettsville, TN, and works within a multi-team firm environment. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and uses modern portfolio theory and multi-factor approaches in portfolio construction, while also offering investor education through workshops, podcasts, online courses, and a subscription coaching program.

Daniel Hill is a CFP® with 25 years of industry experience, currently serving as an advisor at Paul Winkler, Inc. since 2013. He has also been involved with D.R. Hill Wealth Strategies, LLC and D.R. Hill & Associates, Inc. for over 18 and 20 years, respectively. Outside of his advisory roles, he holds positions in fixed and health insurance services and manages other investment advisory entities. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporations. The firm employs a multi-factor investment approach grounded in modern portfolio theory and offers investor education through workshops, podcasts, online courses, and a subscription coaching program.

Paul Winkler is a ChFC® credentialed financial advisor with 34 years of industry experience. He has led Paul Winkler, Inc. since 2000. Outside of advising, he authors investment-related books, serves as a therapist at a counseling center, and sits on the Board of Trustees for Trevecca University. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm emphasizes investor education through workshops, media content, and coaching programs, implementing portfolios via third-party managers using modern portfolio theory and an efficient-market approach.

Brian Koonce is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Paul Winkler, Inc. since 2019. Prior to joining the firm, he held roles in education and healthcare, including positions at the University of Kentucky College of Pharmacy and various school boards. He is also an enrolled agent providing independent tax preparation services in Goodlettsville, TN. Paul Winkler, Inc. offers investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporations. The firm utilizes a co-advisor model with third-party asset managers and applies modern portfolio theory and multi-factor approaches in portfolio construction, while also providing investor education through workshops, media, and subscription coaching programs.

James Wood is a CFP® and holds a Series 66 license with 27 years of industry experience. He has been with Paul Winkler, Inc. since 2014. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure using third-party asset managers and relies on modern portfolio theory, multi-factor approaches, and an efficient-market philosophy in portfolio construction.

Scott Collins is a ChFC® and Series 65-licensed financial advisor with three years of industry experience. He has worked at Paul Winkler, Inc. since 2022 and previously held positions at SAIC, Leidos, Paragone Solutions, and Vectrus Systems. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor model using third-party asset managers and applies modern portfolio theory and multi-factor approaches in portfolio construction, while also offering investor education through workshops, media, and subscription-based coaching programs.

Mariafearlene Brown is a financial advisor at Paul Winkler, Inc. with 14 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with the firm since 2014. Outside of advisory work, she is a self-employed insurance agent, a role she has held since 1996 but currently devotes no time to. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and uses modern portfolio theory and multi-factor approaches in portfolio construction, alongside investor education programs including workshops, podcasts, online courses, and a subscription coaching service.

Jonathan Walker is a CFP® with 14 years of industry experience, currently serving at Paul Winkler, Inc. since 2012. He holds the Series 63 designation and is based in Gallatin, TN. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and uses modern portfolio theory, multi-factor approaches, and an efficient-market philosophy in portfolio construction.

James Dickson is a CFP® and holds a Series 65 license with five years of experience in financial advising. He has been with Paul Winkler, Inc. since 2018 and previously worked for Hickman County Schools for 18 years. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporations. The firm uses a co-advisor structure with third-party asset managers and employs modern portfolio theory and multi-factor approaches in portfolio construction, alongside investor education through workshops, media, and subscription-based coaching programs.

Lawrence Barnard is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Paul Winkler, Inc. since 2008. He also owns and operates Crown Financial Concepts, where he provides tax consulting and preparation services. Paul Winkler, Inc. offers investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and utilizes modern portfolio theory and multi-factor approaches in portfolio construction.

Roleen De Ono is a ChFC® credentialed advisor at Paul Winkler, Inc. with three years of industry experience. Prior to joining the firm, De Ono worked at Deloitte Consulting LLP and BHA Consulting LLC. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and utilizes modern portfolio theory and multi-factor approaches in portfolio construction.

Michael Sharpnack is a financial advisor at Paul Winkler, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Paul Winkler, Inc. since 2017. Outside of his advisory role, he has been involved with Calvary Chapel Rivergate since 2014. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporations. The firm employs a co-advisor model using third-party asset managers and applies modern portfolio theory and multi-factor approaches in portfolio construction.