Wendy joined the firm in 2018, bringing with her over twenty years of experience in financial services. Her expertise includes working directly in client relationships and in internal roles, giving her a nuanced understanding of the full client experience. As an Advisor, she facilitates all facets of the client relationship culminating in the development of a comprehensive financial plan and a robust investment strategy. In her free time, Wendy enjoys spending time with her husband, Mark, watching their three children compete in baseball, soccer, dance and basketball.

Previous Experience

  • Wealth Advisor at Ellenbecker Investment Group
  • Marketing & Communications Manager at Artisan Partners
  • Risk Reporting Manager at Stark Investments

Education & Credentials

  • BBA, University of Wisconsin – Eau Claire, Finance
  • MBA, University of Wisconsin – Milwaukee, MBA
  • Certified Financial Planner
  • Series 66 License

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

More from Wendy