Wingert
Financial
Services
HELPING WITH OPTIONS
BALANCING SOLUTIONS
Providing the Pacific Northwest the best in group benefits and financial services
Securities offered through Investors Capital Corporation - Member FINRA SIPC 26 Meadow Lane, Cumberland Center, ME
04021 (207)829-4673
Advisory services offered through Investors Capital Advisory Services
Our Mission
To be valued by our clients as an irreplaceable resource of financial guidance and well balanced solutions.
Our Staff
Jason D Wingert
President
Astrea Argulello-Hitt
Account Manager
Shelley Wingert
VP Marketing
Wendy Arnott
Senior Marketing Executive
Jason Wingert, both a loving husband and financial advisor, has thrived in the financial services industry for over 10 years. Jason’s decision to become a financial advisor has helped fulfill his passion for helping others become financially secure. He spent 15 years running a multi-million dollar business. This experience allows Jason to be a valuable resource to his business clients today. His expertise is his creativity in helping to developing sound financial solutions that are specifically designed for each client, both in the individual and small business market. In his spare time, Jason enjoys golfing, hiking, sports, and spending time with his wife Shelley, and their children Tyler, Justin, and Amanda.
Astrea Hitt has been in the insurance and financial services industry since 2002. Astrea’s honesty and integrity, coupled with her excellent communication skills, fosters meaningful business relationships. Her extensive background in employee benefits, health and welfare, and as a registered representative in the securities industry, facilitate her ability to provide quality service, and balanced solutions. Outside of work, Astrea finds fulfillment in reading , spending time with her husband John, and her daughters Abby and Emma, and engaging in all outdoor acitivities.
Wendy Arnott has catered to the insurance needs of individuals, small businesses, and multi-national accounts for the last 11 years. Her business management background gives her a solid understanding of demands placed on businesses and their employees. Wendy’s common sense approach allows business owners, employees, and individuals alike to understand their choices and make better informed decisions. Working hand-in-hand with our clients, she ensures everyone receives an insurance plan specifically tailored to their needs. When not working and spending time with her husband John and son Sam, she enjoys golfing, traveling, and cooking.
Shelley Wingert began her career in the financial services industry rising through the management ranks of several national retail banking institutions. She is a seasoned professional with over 15 years of experience managing operations, sales, service and staff. Her positive and friendly personality makes the challenges of insurance enjoyable for everyone she helps. When not at work Shelley enjoys scrapbooking, racquetball, hiking with her family and volunteering for her children’s activities. Her passion is her family and beating her husband Jason at Scrabble.
Wingert Financial Services Incorporated is licensed as an agency in Washington State.
Jason D. Wingert is licensed as an agent/producer in WA, OR, CA(0D71592), MA, NH, TX, AZ, & MT.
Jason D WIngert is licensed to sell general securities in: WA, OR, CA, FL, GA, MA, and advisory services in GA & WA.
Rebekah MacNeill
Administrative Assistant