The Wingert Team
Discover more about our awesome team members!
Shelley began her career in the financial services industry rising through the ranks to management of several national retail banking institutions. She is a seasoned professional with over 25 years of managing operations, sales, service and staff. Her positive and outgoing nature makes the challenge of insurance enjoyable for everyone she helps. When Shelley is not working or volunteering with the Mill Creek Community Food Bank, she enjoys traveling, entertaining, family time, kids’ activities and exercising.
Jason has thrived in the financial services industry since 1998. Prior to, he spent 15 years running a multi-million dollar business. This experience allows Jason to be a valuable resource to his business clients today. He is creative in developing sound financial solutions that are specifically designed for the individual and small business market. In his spare time, Jason enjoys golfing, hiking, kids sports, and spending time with his wife Shelley, and their children Tyler, Justin, Amanda, and Cookie the family dog.
Tricia has come to us with an extensive background as an Administrative Assistant. For the past three years, she was working as a CSR for commercial insurance clients. In her current roll she supports a team of five; directing clients to producers, quoting, and general administrative duties. No matter what her roll, she is dedicated to helping her fellow co-workers and clients. In her spare time she enjoys being outside, whether exploring a new hiking trail, boating on Lake Washington, or digging in her garden.
Benefits Account Manager
Michelle started her insurance career in 2004 on the carrier side before transitioning to group benefits account management at a brokerage. She has years of customer service and benefits experience with group plans as well as individual/family medical insurance and senior supplements. Between positions she took some time to manage the family business; a third generation dog boarding and training facility in Connecticut before returning to the Pacific Northwest and joining the Wingert team. Out of the office Michelle enjoys the theatre, concerts, hiking, reading, gardening, and exploring the northwest with her family.
Benefits Account Associate
Cherice has over 20 years customer service experience, 10 of which were in the medical industry working closely with individual patient's insurance needs. She joined out team looking for greater opportunities to round out her insurance knowledge and grow her career. Cherice enjoys spending time with family and friends, going to concerts, home improvement projects and last but not least, is a huge sports fan who loves her Seahawks and Mariners!
Samantha started her customer service experience and sales profession in 2014. She has a
passion in understanding and ensuring customer satisfaction and enjoys finding solutions
to difficult situations. In her spare time, she loves spending time with her 4 children and
husband, listening to podcasts, cooking, and watching reality TV.
Personal & Commercial Manager
Janine began her insurance career in Seattle in 1979 in claims and in 1985, began working for a Reinsurance Broker, managing their operations, HR, and servicing divisions in various states. In 2006, she opened her insurance agency, Timberwolf Insurance, specializing in personal lines, farming, wineries, and commercial lines. In 2019, she merged her agency with Wingert Financial Services and acts as their Personal & Commercial Lines Manager. Janine lives in Leavenworth, WA with her husband and enjoys riding motorcycles, snowmobiles, and hanging out with her grandson!
Commercial Insurance Consultant
Heather started out as a bank teller, where she worked her way to an assistant branch manager. In 2005 she made a career change, thus obtaining her insurance license and working for State Farm. Looking to broaden her scope and opportunities, Heather joined our Agency in 2011. Her well rounded knowledge and personable demeanor are an asset to the team and clients alike. In Heather’s free time, she enjoys traveling, boating, golfing, and camping with friends.
Personal Lines Insurance Consultant
Stefan was born and raised in Washington State as the youngest child in a family of five. He went on to attend the University of Washington, like his brother before him, and graduated in 2019. After graduating Stefan worked in the tech sector before making the switch to working in insurance in order to have a more active role in helping people in his day-to-day work. As someone who grew up locally his whole life, Stefan has always had an interest in giving back to his community. When he has some free time, Stefan will likely be relaxing at home playing video games, watching anime, or browsing through Youtube. Though if he’s lucky, he’ll be at a concert for one of his favorite K-Pop groups!