Focus: Insurance Strategies, Investment Strategies
Wendy's success has arisen from her unwavering commitment to helping others achieve a life of significance. Whether helping seasoned advisors reach new career heights, mapping out a clear path to success for those new in the business, or motivating career changers to draw on previous skills and experiences, Wendy has made it her business to help others succeed.
Drawing from poignant life experience, Wendy provides personal insights as to the power of perseverance and courage in pursuit of goals. Her top priority is to proivde her team with sage advice, practical tips, and the tools and training they need to achieve more than they might have imagined.
As a pioneering sales executive and business manager with an impressive list of industry accomplishments, Wendy has broken barriers and overcome many of the obstacles which stand in the way of an advisor's success. For fifteen years, Wendy also served as a Chief Strategy and Development Officer throughout New England, responsible for the growth and development financial advisors. While recruiting and selecting talent and building a successful firm, in 2013 the National Association of Insurance and Financial Advisors (NAIFA) New England recognized Wendy among the top five percent of advisors nationally, for her extraordinary work with clients.
Wendy believes in giving back to the communities and to the industry that brings her such great joy. She recently completed a five-year term on the NAIFA New England Board, served as a member of the Women's Business Owner Network, the Boston Chamber of Commerce, and the board of the North Country Federal Credit Unit. She currently participates in The Executive's Club of Chicago.
Wendy and her husband, Eric, recently moved to Chicago from Colchester, Vermont so she could realize her vision of creating a pioneering and market-leading financial service firm.
The couple has three children; Ryan, Colby, and Haley. She keeps active outdoors boating and jet skiing with family and their many friends.
Track Record of Success:
- NAIFA Agent Young Advisor of the Year, 2003
- Northwestern Mutual Bronze, Silver and Gold Awards first three years in business.
- Leadership Star of the Year, Northwestern Mutual 2007
- Top Female Leaders Business Leaders, Vermont, 2012
- Champion of the Games, Northwestern Mutual 2013
- Million Dollar Roundtable 2014, 2015, 2016
Check the background of this investment professional on FINRA’s BrokerCheck
1 North Franklin Street, Suite 2470
Chicago, IL 60606