About Us

Focus

Kenley manages the investments of individuals and families with a focus on helping them achieve their financial goals by following the Envision^® investment planning process.

Background and experience

Since 1973, Kenley has dedicated his professional career to helping others address their unique financial goals by developing customized strategies. During all of the changes in the national and global economies, Kenley has helped guide those who depend on his advice toward their personal and family financial goals. Kenley provides personalized service and is always available to help with any aspect of investment planning.

Kenley began his career with AG Edwards (a predecessor firm of Wells Fargo Advisors) after successfully completing their rigorous course of study. He has attended many seminars and workshops in order to be informed of the latest investment planning strategies and techniques. Being an avid reader has been an advantage because he has read a number of books that deal with investments and the causes and effects of economic shifts in order to help his clients adjust their strategies. As a result of his global travels, he has gained insight into international financial affairs that can be gained in no other way.

Away from the office

Kenley is the father of three grown daughters, two of whom are currently working on their PhD’s.  Another successfully completed the French course of study in winemaking in Beaune, France.  He enjoys spending as much time as possible with them and his grandchildren.  In addition to family, Kenley loves to ski, sail, read and hike.  One of his greatest adventures was trekking across Britain with one of his daughters.  And last but not least, we must give credit to the pet dog, Archie, who loves everyone, and whom everyone adores.

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, FL, IA, ID, IL, IN, MD, MI, MO, NC, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

CA Lic #OM86011

Focus

Ms. Winter takes pride in her ability to make sense of complicated wealth challenges and continually focuses on every client's unique life situations and needs. "I want to be there with my clients proposing strategies and investment options designed to help enhance the quality, flexibility, liquidity and longevity of each portfolio."

Background and experience

Born and raised in Pennsylvania, Theresa graduated from Pennsylvania State University, and attended DePaul University in Chicago, Illinois for a Masters of Public Service. Prior to her career in the financial services industry, she evaluated the financial assets and physical needs of senior adults transitioning into some of Chicago’s premier independent living retirement communities. Working with her senior clientele and their families prepared Theresa for her move to El Paso, Texas in 2001 and her career as a Financial Advisor.

Empathetic to the overwhelming financial matters confronted over time, Theresa realizes that many senior adults unfortunately ignore important discussions about financial matters and significant life events. The loss of a job, declining health, divorce, coping with the death of a spouse, immediate changes in wealth are challenging enough - but when managing or settling an estate, it is far less stressful and problematic to work with a professional that has an interest in your well-being and knowledge of your personal and financial needs.

Together with her clients, their CPAs and other trusted professionals, Theresa helps ensure a total financial picture is considered by leveraging services, investments, trust and estate planning strategies, insurance, providing access to lending products and services through Wells Fargo affiliates, and the intellectual capital to help pursue the personal financial goals of each client.

Away from the office

While away from the office, in addition to her love for travel, Theresa shares her time with family, her community and her dogs.   

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, FL, IA, ID, IL, IN, MD, MI, MO, NC, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.   

CA Lic #OL87778

My Associates(s): Monica Leos, Senior Client Associate, Daniel Serrano, Client Associate

My endless determination and curiosity for numbers led me to pursue my interest in finance, wealth preservation and accounting.  My academic journey began in accounting at Otero Junior College in La Junta, Colorado, concurrently participating as a member on the college's soccer team. After completing an array of accounting courses, I recognized a shift in my professional aspirations, and focused more on financial wellness. Upon returning to my hometown of El Paso, Texas, I completed my academic pursuits at the University of Texas at El Paso, in Financial Analysis and Accounting.

After college, while working in the banking industry, I was able to conduct business with professionals on both sides of the border.  As their business and operational needs grew, I felt compelled to assist and direct clients with their personal finances. Client needs include College funding, setting retirement goals, insurance needs and estate planning strategies to help ensure all aspects of their family’s financial needs are met.  

As a father of two young boys, I am passionate about my family’s health, financial wellbeing, and spending quality time with my family. I am eager to engage in and facilitate the attainment of financial goals and aspirations for those I have the privilege to advise during my ongoing professional development with Lawton Winter Investment Group.
 

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, FL, IA, ID, IL, IN, MD, MI, MO, NC, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

CA Lic #4359964

My Associate(s): Monica Leos, Senior Client Associate, Daniel Serrano, Client Associate

Monica is compassionate about providing care for senior adults.  She believes in delivering comprehensive service with dignity and respect with an emphasis on those affected with dementia and Alzheimer’s.  Born and raised in El Paso, Texas, Monica began her career working with the senior adult population of our community soon after graduating from high school. She continued her educational journey and graduated from New Mexico State University with a Bachelor of Science in Social Work. 

Monica’s professional career spans 30 years working with seniors in various capacities as a Social Worker, Administrator for Assisted Living Communities, and a Community Liaison for Home Health/Hospice agencies.    She enjoys volunteering for her community and as an active member of the Junior League of El Paso.

In 2023, Monica embarked on a new career change by pursuing a position with Lawton Winter Investment Group.   As a Client Associate, she continues serving others by providing administrative and customer service support, building relationships with clients, and attending to their financial needs. 

While away from the office, Monica enjoys spending time with her family, attending sporting and community events, and traveling.  She and her husband of 15 years, have a teenage son who keeps them busy with sports activities and school band. 

Daniel’s professional journey started in the Dallas/Fort Worth area where he worked in a number of positions focusing on Logistics / Supply chain and operations. In this field he honed his ability to work in fast paced, heavily regulated and customer oriented environments. He received his Bachelors of Science at the University of North Texas, in Denton TX and called that town home for over 10 years. In 2024 he decided to move back to his hometown of El Paso, TX where he also took a pivot in his career and found himself at the Lawton Winter Investment Group.

As a Client Associate, Daniel is dedicated to exceptional customer service, an acute attention to detail, and a resolve that puts the client first. Through his support and dedication he helps the Lawton Winter team members achieve their collective goal of providing upmost service and helping the clients reach their financial objectives.

Outside of the office Daniel is passionate about cooking, gardening, playing music and DIY house projects. He enjoys spending time with his family and can often be found at music events around the community.

Bruce started his career in the financial services industry while he was studying finance at New Mexico State University. During college, he held a position as a teller and witnessed the meaningful contributions bankers can provide to customers. Bruce felt motivated to pursue a career in Wealth Management. Ultimately after graduating with his Bachelors in Business Administration and Finance in 2022, he moved to Miami for a job with Bank of America in their Wealth Management division. After two years with Bank of America, he moved back to El Paso to be closer to family and his home city. He still has that deep drive to help clients navigate their financial journey and grow and protect their wealth accumulation.

Bruce’s hobbies include travelling (he lived in Spain for 4 months), piano, and going on long hikes to enjoy the beauty of nature. He is more than happy to assist you, your family, and business with all your wealth management needs!