LPL Registered Sales Assistant
Insurance is an underserved area of financial planning by many advisors. We wanted to be different. Wendy’s role is to help clients who have insurance needs through each step of the process. She holds Series 7 and 66 registrations through LPL Financial, and an insurance license for the state of Illinois and specializes in assisting clients with their life, disability income protection and long-term care planning needs. Wendy is originally from Newport Beach, California. She also has a degree from The School of The Art Institute of Chicago and loves to surf. Most importantly, her faith is foundational to her life and work.