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Wendy is passionate about providing the best strategies for her clients and demonstrates her passion through continued education. Through Wendy‘s career, she has obtained the following financial planning designations:

CERTIFIED FINANCIAL PLANNER™

Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.

Retirement Income Certified Professional (RICP®)

A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner designee, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.

Chartered Life Underwriter (CLU®)

The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

Chartered Financial Consultant (ChFC®)

The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as behavioral finance, special needs planning, small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities, and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.

Chartered Advisor for Senior Living (CASL®)

Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth.