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

Giving USA 2026: Five Fundraising Realities Behind the $617 Billion Record

June 23, 2026

Charitable giving reached $617 billion in 2025—a record. But behind the headline, the donor base keeps shrinking. Winkler Group breaks down five fundraising realities from Giving USA 2026.

Fall Is the Best Time to Launch Your School's Capital Campaign—Here's Why

June 04, 2026

For independent schools, fall is the strongest time to launch a capital campaign feasibility study. The start of the school year brings a re-engaged community, a natural forward-looking mindset, and a timeline that allows meaningful campaign progress before the school year ends.

Ready to launch a capital campaign?

Careers

Explore the open positions currently available at Winkler Group.