Paul Winkler started his corporate 401(k) and retirement planning career at Paychex in 2002. During his tenure, Paul assisted hundreds of corporate and business clients with their retirement needs from plan design to executive and participant education. His experience ranged from startup plans with small employment staffs to multi-million dollar plans with hundreds of employees.
Following his employment at Paychex, Winkler joined UBS Financial Services as a Retirement Plan Advisor to continue his focus on the sales and service of 401(k) and retirement plan business. Winkler then went to form Focused 401(k) Partners where he exclusively focuses on serving the qualified plan market.
The core principles Paul has implemented are fee transparency, ability to act as an investment fiduciary and being independently objective. With brokerage and advisory assets exceeding $60 million, Paul continues to grow the practice with a high touch service model. Winkler maintains his Series 7 and 66, with registrations through LPL Financial, New York State Life and Health licenses and most recently became an Accredited Investment Fiduciary® designation, a designation which exemplifies his commitment to a due diligence process. In his spare time, Paul enjoys boating, cycling, skiing and spending time with friends and family. Paul lives in Pittsford, NY with his wife Darlene and two daughters, Anna and Nora.
Paul Peterson began his career as a financial professional with Merrill Lynch in 1992 serving as a Financial Advisor and institutional stock & bond trader for 12 years. During his tenure he also spent a great deal of time serving high net worth executives and business clients in the corporate retirement plan marketplace.
Peterson has partnered with Winkler to support plan executives and participants with investment guidance and retirement education. Peterson is a CERTIFIED FINANCIAL PLANNER™ professional and maintains the Series 7, 24, 63 with registrations through LPL Financial and Life, Health, Insurance & Annuity licenses.
In his spare time Paul volunteers his time to various causes and has coached multiple sports to the youth since 2004. His hobbies include golf, snow skiing and running. He resides in Canandaigua with his wife Karen. They have three adult sons, Justin, Jordan and Josh.
Jason Grover began his career as a Financial Advisor at Smith Barney in 2007 where he was part of a team that provided sophisticated investment management advice for individual investors and their families. He has since partnered with Paul Winkler at Focused 401(k) Partners to support plan executives and participants with their financial planning goals.
Jason is a Financial Planning Specialist and specializes in goal-based retirement planning. He is an Accredited Investment Fiduciary® and maintains Series 7, 63 registrations through LPL Financial and Life, Health, Insurance & Annuity licenses.
Prior to becoming a Financial Advisor, Jason served in the United States Navy earning numerous awards and citations including three Navy/Marine Corps Achievement Medals, two of which were in support of Operation Iraqi Freedom.
In his spare time, he enjoys playing drums, hockey and going skiing with his two boys, Devin and Dylan. He lives in Canandaigua with his family and has been married to his wife Karey for 15 years.
Theresa Moore began her administrative career in the travel Industry as a travel agent for 16 years. In 2001, she left the travel business to become an administrative assistant for a start-up, medical software company. As the company grew, Theresa’s position developed into office manager and was responsible for over 40 employees. In 2010, she began working for Focused 401(k) Partners as an administrative assistant. Theresa and her husband, Kevin, were married in 2005. They reside in Rochester and enjoy gardening and working on home improvement projects.