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Wendy is an Advisor for First Investments & Planning serving individuals and families with a variety of financial needs but with a focus on retirement and income planning. She believes that helping educate her clients along with delivering simple but strategic solutions is key to her many successful long term client relationships.
Wendy has more than 25 years of experience as an Advisor and spent 12 years in the banking and financial services prior to becoming a licensed advisor. She holds the Series 7, 24, 63 & 65 securities registrations along with state Life, Accident/Health and Annuities Insurance licenses.
Born with a wandering spirit Wendy continues to enjoy travel, exploring both in the US and abroad. Two bucket list locales: Cooking classes in Italy and to SCUBA in Cuba. In addition to her love of good food, she has a new found interest in discovering quality bourbons. She is a strong advocate for pet adoption and adores her 4-legged boys -yellow Labs, Max & LaBue and black cat, Jett.
Wendy claims she is an enthusiastic fan of Buffet - yes, both Warren and Jimmy!
Wendy gives back to her community through participating in the Meals on Wheels program and the United Way Day of Caring. She has served as a past Board member of Tails Humane Society, DeKalb Chamber of Commerce and the DeKalb Public Library.
I strive to deliver simple and strategic solutions that help my clients reach their financial goals.
Check the background of this firm on FINRA's BrokerCheck.
Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE