Wendy brings a philosophy of balance and quality of life to her work, which is reflected in her approach to investing and wealth management – tailoring strategies to align with each client’s purpose for their money. Her wealth management experience also spans several other industries, providing valuable context and perspective in her work with clients.
Wendy’s focus is in working with individuals and their families, including executives who can benefit from equity compensation planning. Being among the 15% – 20% of women advisors in the country, she especially welcomes being an approachable and collaborative resource for women.
Wendy holds the Accredited Wealth Management Advisor®, Chartered Retirement Planning Counselor®, and Accredited Investment Fiduciary® designations. She also completed the University of St. Thomas Nonprofit Fundraising Certificate series, is a member of the Financial Planning Association of Minnesota, and is a licensed Realtor®. Wendy is a current board member of the Twin Cities International Wine & Food Society’s Twin Cities chapter, and previously served on the Board of Directors for Minnesota Independence College and Community.
An avid outdoor enthusiast with many interests, Wendy especially enjoys fly fishing, skiing, bicycling, and sailing. She is also a student of guitar and Italian.