David joined Wingate in January of 2024 as a Financial Advisor. David works directly with Carol Khouri to assist in financial planning, investment recommendations, and portfolio design. David believes that building a relationship based on trust and an understanding of a client’s goals creates the foundation for a successful long-term financial plan. Before joining Wingate, […]

Michael is a Financial Advisor who joined the Wingate team in June 2022. He works with clients to develop personalized financial plans that help support their overall financial goals. He believes in working closely with clients to understand their concerns within their financial lives and how to best overcome them. His goal is to recognize […]

Jason joined Wingate Wealth Advisors in April 2020 and quickly became a highly valued and trusted member of the team. As a Financial Advisor, Jason works directly with clients to help them develop, refine, and achieve their financial goals. He collaborates closely with his colleagues to deliver thoughtful financial and investment planning guidance, ensuring clients […]

Chris joined Wingate in October 2017. As a Financial Advisor, his responsibilities include portfolio management, financial planning and client service. Prior to joining Wingate, Chris served as a Financial Planning Associate for East Coast Asset Management. Before East Coast, Chris was a Paraplanner at Boston Hill Advisors, a boutique financial planning and investment advisory firm. […]

Lianna Deprey is a Financial Advisor at Wingate Wealth Advisors, where she partners with clients to provide comprehensive guidance across their full financial landscape. Since joining Wingate in 2018, she has advanced from Client Service Manager to Financial Planner and now to her advisory role. With expertise in retirement planning, executive compensation, tax planning, and […]

Teo is a Senior Financial Advisor, who works closely with each client to develop a customized wealth management plan to achieve their short and long-term financial goals. As a trusted advisor, Teo understands that each client is unique. His process involves understanding the client’s individual circumstances; establishing clear financial objectives; making recommendations; developing and implementing […]

As a Senior Financial Advisor, Peter has provided financial planning advice and investment guidance for over 30 years. A former teacher, Peter applies his teaching skills to helping clients understand how planning and investment decisions affect their daily lives, as well as their future. He sees the process as a collaborative effort, and he prides himself on […]

Linkedin Envelope Senior Financial Advisor Women’s Financial Help Principal/Founder Carol is an accomplished financial advisor who specializes in wealth management and divorce consulting. Carol joined Wingate Wealth Advisors LLC in January of 2002 after spending 14 years at Prudential Securities. Her high standards of putting clients first had her pursue a career with a fee-only […]