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Our Team

Trusted Advisers. Valued Advice.® 

Trusted Advisers

Valued Advice®.


Insurance Whisperer partners with professional advisors to review, develop and implement insurance and estate planning strategies and products for families, trusts, and business owners that seek to accomplish a variety of complex financial goals.

With extensive advanced insurance, planning, tax, and legal resources, Insurance Whisperer can work directly with you, your client and other professionals to assist in complex cases.

Our Professionals

Dave Winkler

Head of Insurance

CA insurance license 0G10586

Dave Winkler has been a vital member of a team for over ten years that has been recognized by Worth magazine as being one of the Top 250 Wealth Planning firms in the country. This distinction is based on the firm’s approach to client service, design, and implementation of advanced planning strategies, and on leadership contributions to the industry. Dave earned his BS from the University of Notre Dame.

Honored Instructor 2017,

UC Berkeley Personal

Financial Planning


Michelle Chen

Service Manager

CA insurance license OM15227

Michelle Chen has enjoyed a 16 Year career in banking, insurance, and financial planning.

Michelle has won several awards in her professional career for service excellence 

Thomas A. Cammarano
Advance Plan Design
Complex Insurance and
Estate Planning Cases

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Insurance Whisperer

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A Better Way to Insurance®
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