The Erenberger|Winter Group

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Text, U.S. Wealth Management, U.S. Bancorp Investments. The Erenberger Winter Group. Investment and insurance products and services including annuities are: Not a Deposit. Not FDIC Insured. May lose value. Not Bank Guaranteed. Not Insured by any Federal Government Agency.

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LEANN ERENBERGER: Hi. I'm LeAnn Erenberger, Wealth Management Advisor with U.S. Bancorp Investments.

BAILEY WINTER: And I'm Bailey Winter, Wealth Management Advisor with U.S. Bancorp Investments.

LEANN ERENBERGER: At The Erenberger|Winter Group, we focus on creating meaningful relationships with our clients, both on a financial and personal level. We look at a client's entire situation to better understand and assist them with their current and long-term goals. Because we lead with planning and circle our clients with a team to address their ongoing needs, we feel our clients are better prepared for life's successes and uncertainties.

BAILEY WINTER: Having a financial plan and reviewing it regularly to make adjustments when things change is what helps keep our clients on track. By really getting to know our clients, we can uncover needs they may not even realize they have. There isn't much we haven't seen or solved for in our numerous years of experience. Our established practice allows us to really focus on our clients and their individual needs.

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What's the best part about being a financial advisor?

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LEANN ERENBERGER: Getting to know a client on a financial and personal level and helping them is what I love most about being an advisor. We become part of their family and get to share their joys and their sorrows. I'm most proud of the personal relationships I have with my clients. I've worked with some of my clients for more than 25 years. It means a lot to gain their trust.

BAILEY WINTER: I completely agree. It's a joy working with people and helping them with their investments, which is a topic that many people find intimidating. And I love that each individual or couple's situation is different. It really keeps it exciting.

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Why should someone work with a financial advisor?

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BAILEY WINTER: Working with a professional who cares about you and who has the knowledge and skills to help you work towards reaching your goals more quickly and efficiently can have a very big impact. It could mean retiring early or leaving a legacy to your heirs or living a lifestyle you only dreamt about.

LEANN ERENBERGER: An advisor can also help take the emotions out of financial decisions. We can help uncover issues you may not have considered that are important to your financial future. We care deeply about our clients and their success. That's why we love what we do and work so hard for our clients.

BAILEY WINTER: We welcome you to call us today. Let's work together to build a more rewarding financial life for you and your family.

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U.S. Wealth Management, U.S. Bancorp Investments. Investment and insurance products and services including annuities are: Not a Deposit. Not FDIC Insured. May lose value. Not Bank Guaranteed. Not Insured by any Federal Government Agency. U.S. Wealth Management - U.S. Bancorp Investments is the marketing logo for U.S. Bancorp Investments. Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp, an affiliate of U.S. Bank. Copyright 2021 U.S. Bancorp.