Meet our Financial Coaches

Daphne Winston

I’m Daphne Winston, CERTIFIED FINANCIAL PLANNER™, and I’ve been in the financial services industry since 2001 helping people protect and grow their money. I currently work as a financial coach and financial planner in Clearwater, Florida.

As a fellow widow, I know the mental, physical and financial tolls we face when our spouse passes away. My passion is coupling my financial planning skills with my real life experiences to help people make healthy financial choices. It’s an honor to volunteer with Wings for Widows and help other widows along their journey.

Grant Meyer

I’m Grant Meyer and I grew up in Coon Rapids, Minnesota. I attended Concordia University and received a degree in finance and minor in International Business and Spanish.

I enjoy spending time with my wife and two young daughters as well as my extended family. I am enthusiastic about helping people understand the complexities of financial planning and find meaning with their money. I am a CERTIFIED FINANCIAL PLANNER™ with over 12 years of experience helping clients. I volunteer my time promoting financial literacy on the PR Committee of the Financial Planning Association.

Jeff Olson

I’m Jeff Olson and as a husband and proud father of four humans and three dogs, I know firsthand the challenges of managing finances with conflicting goals. Planning for retirement and college education while paying a mortgage and extra-curricular activities with the hope of attempting to go on vacation every once in a while.

As I reflect back over the years on what inspires me the most, it is knowing that my job is not as much about accounts and numbers as it is about helping people achieve their goals and dreams and attain a sense of security about their future and their family’s future.

Melissa Brennan

I’m Melissa Brennan, CERTIFIED FINANCIAL PLANNER™ and I live in Plano, TX.

I am a 20 year veteran Financial Planner who has a calling to work with widows. Widows tell me that their biggest stressor, besides the overwhelming grief and loneliness, of losing a spouse is the financial challenge of settling the estate and taking on new financial responsibilities.

I love to be the shepherd walking the widow through that transition and watching her grow in confidence until she ultimately feels empowered to take control of the decision making.

Nate Ostertag

I’m Nate Ostertag and I have been an investment advisor since 1995.  I currently own and manage a fiduciary investment advisory company.  I earned a BA from the University of Saint Thomas (Saint Paul, MN), a MSc from the London School of Economics (London, UK), and an MBA from the Carlson School of Management at the University of Minnesota (Minneapolis, MN).  I hold a CRPC® designation (Chartered Retirement Planning Counselor).

I am also a widower.  After a marriage of 22 years, I lost my wife, Jill, to a rare and aggressive cancer. I am the father of six children.

Tara Bansal

I’m Tara Bansal, CERTIFIED FINANCIAL PLANNER™. I have been working as a life coach and financial planner since 2005.

I am passionate about helping others achieve their goals and live the life of their dreams.

I volunteer for Wings for Widows because I have always been especially focused on helping women with their finances.

I am drawn to helping widows since they are especially vulnerable and need specific help during this emotional and possibly overwhelming time in their lives.