Wendy Ann Thompson

Wendy Thompson is a seasoned financial planner with a passion for helping clients navigate their financial journeys. Our approach is rooted in trust, education, and genuine care. Our success is measured by the relationships we cultivate rather than sales quotas. Our focus is on creating meaningful connections and being a trusted accountability coach for your financial goals.

Education is something our team is truly passionate about. With a slew of industry designations, Wendy is committed to expanding her knowledge and skills. The beauty of designations is the benefit it brings our clients. Wendy takes pride in learning relevant information and implementing it to help our clients make informed decisions. Knowledge is power, and Wendy loves passing that along to her clients and empowering them.

Our Values

• Clients and team members are an extended family.
• We prioritize people over money.
• Our true potential emerges when we serve others.
• We take joy in celebrating our clients wins.
• An abundance mindset guides us, fostering personal growth, ambitious thinking, and gratitude within our culture
• Our responsibility is to provide innovative planning and an enjoyable, engaging experience while inspiring our clients to embrace their fullest life.