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.

Theresa was named to Forbes Best-in-State Wealth Advisors list in both 2025 and 2026, as well as Forbes 2026 Top Women Wealth Advisors Best-in-State list.

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.   

California Lic.# 0L87778, Resident State TX

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

2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com) The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com) The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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 Legacy Wealth 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.

California Lic.# 4359964, Resident State TX

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 Legacy Wealth Investment Group 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.

Sandra is a client focused financial professional with 15 plus years of experience in investment services and relationship management, building off her 25 years of experience in the financial industry.  She has a deep industry and operational knowledge and is committed to staying updated on industry regulations and policies.  She is dedicated to assisting the team with special projects, account opening and maintenance as well as other operational matters.   She works closely with the advisors to ensure a high-level client experience. 

In her spare time Sandra enjoys spending time with her husband and grandchildren. She also likes exercising and gardening.