Susan Winkler

Financial Consultant

Susan Winkler, Financial Consultant, has built a strong trusted reputation as a financial advisor.  She has 26 years’ experience helping public employees with retirement planning, employee benefits, and insurance needs.    She comes from a family of teachers and entrepreneurs, which gives her a personal knowledge of the challenges and concerns of public employees and business owners.

Susan began her career focusing on School District employees, and became an independent financial consultant and broker in 1997 to be able to provide balanced and impartial advice and programs for her clients. She has built solid, long lasting relationships through exceptional personalized attention.

Susan helps individuals design customized plans to accumulate and preserve wealth to meet their financial goals.

Susan graduated with Honors from the University of Texas at Austin, with dual Business degrees in Marketing and Management.  Hook ‘em horns.

Susan lives in Dripping Springs, TX with her husband Tom.  She loves traveling, outdoor activities, swimming, hiking, gardening, volunteering at her local school District, and dinners and games with family and friends.