What I’ve Learned from 15 Years Serving Clients

As the Winkler Group turns 15 years old this year, I wanted to share with you a list of lessons I’ve learned while serving the clients that we are so grateful for.

  1. Honor the Lord in all we do.
  2. Always be proactive in seeking ways to improve. Daily.
  3. What excites me the most, after 15 years, is that we’ve only just scratched the surface of what’s possible.
  4. Sometimes giving honest counsel costs us business, but I can sleep well at night.
  1. I dream about where our firm will be in 1, 3, and 10 years.
  2. Our firm is not made of employees. We’re a team. We’re family.
  3. Exceed goals and expectations in everything we do.
  4. We love what we do and are proud of serving our clients.
  5. Embody our core values in all our interactions.
  6. Servant leadership is in our DNA.
  7. Be good stewards of what has been entrusted to us.
  8. Work is a gift.

Latest Resources & Events

What Schools Can Learn from the SAIS 2025 Annual Conference

October 28, 2025

At the SAIS 2025 Annual Conference, our team joined school leaders and experts to examine what is driving success in independent schools today. Here are the takeaways every school should be thinking about.

Header image for blog, "How Independent Schools Can Make Strategic Plans that Deliver." The image features elementary schoolchildren running in a corridor. They have on school uniforms and backpacks.

How Independent Schools Build Strategic Plans That Work

October 21, 2025

At its best, strategic planning is one of the most valuable opportunities a school has to strengthen connection with its internal and external stakeholders. This article explores four common strategic planning mistakes independent schools make, and how to create a plan that your team will implement and your school community will champion.

Ready to launch a capital campaign?

What can we help you find?