Mr. Winkeller is a financial consultant at Triumph Capital Management. He is a graduate of Park University with a Bachelor's of Science in Management and Information Systems. Prior to graduation, Shea spent six years proudly serving our country in the United States Marine Corps. After earning his bachelor's degree, Shea has enjoyed a long and successful career at AXA Advisors, JP Turner & Company LLC, and most recently Triumph Capital Management.
At Triumph Capital Management, Shea provides sound financial planning for individuals, families, small companies, and non-profit organizations. He has passed his Series 7 and currently holds his Series 66 registration as well as licenses for Life, Long-Term Care, and Health Insurance. Additionally, he has completed his ChFC® designation in advanced financial planning from The American College. Shea’s goal is to bring personalized and comprehensive financial planning to his clients while cultivating strong personal relationships.
The designation of ChFC of an adviser, as well as any other referenced designation is not an indication of the adviser’s future performance or success.