Committed to upholding the highest standards of professionalism and ethics in her work.
As Vice President, Wealth Advisor, Wendy brings a wealth of knowledge and experience in addressing the unique financial needs of families and serving the company-sponsored retirement plan market. Wendy’s experience allows her to develop a deep understanding of the intricacies of retirement planning and the importance of tailored solutions for clients. Wendy has a specialized knowledge of fiduciary standards of care and their application to the investment management process.
Experience
- Earned the Accredited Investment Fiduciary (AIF) designation in 2014
- Holds the Series 65 license
- Joined the financial services industry in 1996
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Retirement and Financial Planning
- Estate Planning
- Wealth Strategy
- Retirement Plans
Community Involvement
- Co-Treasurer at her church