Wendy has been assisting clients in working toward achieving their financial goals since 1988. She utilizes and believes in a wealth management approach that integrates her client’s objectives into a customized investment plan, capable of integrating life changes as they occur.
Wendy is a graduate of Montana State where she earned her Bachelor of Science degree, and went on to complete her MBA through the University of Montana. So she can legally claim being both a Bobcat and a Grizzly fan! (Although when it comes to Cat vs. Griz football, she still bleeds blue and gold as a Bobcat.) She is a Certified Financial Planner™ professional and has also earned certifications as a Certified Investment Management Consultant and Certified Investment Management Analyst. It is important to Wendy to continue advancing her professional development to better serve her clients, and frequently attend professional conferences. I have completed specialized training dealing with the wealth management process.
Her various passions respectfully include her family and two grandsons, Kasen, and Colton, animal welfare, wine tasting, white water rafting, and golf. Regarding animals; cats, horses, and dogs in particular have a special place in Wendy’s heart. She raised her two beautiful, talented, successful daughters as a single parent and she is very proud of all they have accomplished. Both are honors graduates from Washington State University. Jaymee, is currently a free-lance social media consultant, and Heather, is mom extraordinaire and the director of Global Campaigns for Amazon at their Seattle headquarters.
Wendy believes in giving back, as she previously served six years as the National Vice President of Finance, of the National Council of Kappa Delta Sorority. Additionally serving eight years as the Vice Chairman of the Investment Committee for Montana State University Foundation. Wendy has also served with various National Committees for Kappa Delta Sorority, and The National Panhellenic Conference.
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