OUR TEAM

ADELAE WINTERS

FINANCIAL ADVISOR

About

Adelae joined the firm in 2014 as a wealth management assistant and later transitioned to financial advisor. She finds fulfillment in assisting clients on their path to success by taking a technical and detailed approach to her job. One of Adelae’s favorite parts of her job is collaborating with clients during some of the most meaningful moments of their lives about their wealth, their legacy, their struggles and triumphs.

Adelae was born and raised in North Central Washington and attended Wenatchee High School where she met her husband and together they have two children. She later attended Wenatchee Valley College and Washington State University for undergrad. She holds securities licenses 7 and 66, Washington State life, disability and long-term care insurance licenses and is a notary public. Adelae’s areas of expertise are helping clients by offering trusted advice that spans their complete financial picture through financial planning, asset management, retirement planning and distribution strategies.

In her spare time, you can find her volunteering at her church, mountain biking, skiing, boating, gardening, cooking, baking and traveling with her family.

Areas of Practice

Financial Planning, Retirement Planning, Insurance Planning, Business Planning, Investment Management, Education Planning, Estate Planning, Special Situation Planning

Experience

Education

  • Wenatchee Valley College
  • Washington State University
  • FINRA Securities Licenses, Series 7 and 66
  • Washington State Life, Disability and Long Term Care Insurance Licenses
  • Notary Public, Washington State

Community

Associations

Contact

ARTICLES BY ADELAE WINTERS

Why Holistic Financial Planning Helps Meet Clients’ Diverse Needs

Provided By: Adelae Winters, Financial Advisor Adelae Winters, Financial Advisor Often, you are the only person who can see your entire financial picture. However, typically a financial advisor or certified ...

Ensuring Financial Safety During Mid-Term Elections

Provided By: Adelae Winters, Financial Advisor Adelae Winters, Financial Advisor American economist, professor and investor Benjamin Graham once said, “The best way to measure your investing success is not by ...

Retirement Seen Through Your Eyes

Provided By: Adelae Winters, Financial Advisor CNC Financial Group, LLC   How do you picture your future? Some see retirement as a time to start a new career. Others see ...

Separating the Signal from the Noise

Provided By: Adelae Winters, Financial Advisor CNC Financial Group, LLC What kind of role can a financial professional play for an investor? The answer: an important one. While the value ...

Budget Check-Up: Tax Time Is The Right Time

By: Adelae Winters, Wealth Management Specialist & Financial Advisor Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes full of ...

Choices for Your 401(k) at a Former Employer

Adelae Winters, Wealth Management Specialist CNC Financial Group, LLC One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a ...

Long Term Care Tax?

What you need to know about the Washington Cares Fund Charlie Miracle, CPA and Director of Client Accounting By: Charlie Miracle, CPA and Director of Client Accounting Services Adelae Winters, ...

Congratulations to Adelae Winters and her newborn!

Congratulations to Nick and Adelae Winters, who welcomed their first child Madalyn Pearl Winters to the family. Adelae is a Wealth Management Assistant here at Cordell, Neher & Company - ...

Serving at the Wenatchee Lighthouse

The Lighthouse Christian Ministry in Wenatchee provides meals, clothing, haircuts and a food bank service to those in need in our local community. Recently, a group from Cordell, Neher & Compnay, PLLC spent ...

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(509) 663-1661  - Wenatchee
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(509) 662-5678
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P.O. Box 3068
Wenatchee, WA 98807-3068

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