The Winslow Group

The Winslow Group

image of Susan Hovanec

Susan M. Hovanec, AEP®, CFP®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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image of Steven Whittaker

Steven Whittaker, CFP®

Associate Vice President - Financial Advisor

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image of Cari Neitzey

Cari Neitzey, APP

Investment Associate


The Winslow Group

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The Winslow Group, with over 40 years of combined experience in the financial services industry, offers its clients personalized wealth plans and a diversity of financial services. With the backing of a large bank and the attentive approach of a small firm, The Winslow Group works with clients all over the country and distinguishes themselves through their expertise, flexibility, and warmth.

The Winslow Group is named in honor of Gail Winslow, an innovative pioneer in the financial services industry who served as a mentor to both Susan Hovanec and Steven Whittaker. Gail built relationships with her clients and then created wealth plans tailored around their short and long-term goals. She’d often ask them, “What do you want your money to do for you?” The Winslow Group continues to use this guiding question with their clients and remains inspired by Gail Winslow’s enduring legacy.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Management Banker