Wendy has been a financial advisor for more than 20 years. She specializes in working with physicians, professional females, and engineers in the automotive/supplier industry. A frequent presenter, she often hosts programs that address women's unique needs when planning for retirement.
Affinity Groups
Active Inforum
Arts & Culture (SE)
Downtown Detroit Luncheon
HealthcareNEXT Affinity Group
Lady Bosses
Sustainability + Environmental
Troy Morning Group
Wine Lovers (SE)
Executive Profile
Memberships, Board Positions, etc.
I serve as co-director of Lifetime Planning Women's Program, which provides financial, educational, and social programs specially designed for women over 50. The goal is to help women move forward with confidence.
Something you should know
I have been a financial advisor for 30 years. I specialize in working with professional females, physicians and engineers in the automotive/supplier industry, with a primary focus on helping families achieve their financial goals through proper planning (and utilizing risk management tools). I am proud to have helped several families across 2 and 3 generations.
Her Personal Side
I am the proud mom of two adult children who live in Brooklyn, NY & Nashville, TN. When I am not working with clients, I enjoy exploring old and new places in Detroit, outdoor activities; walking, golf, boating and traveling.
Most people don't know
As a frequent presenter, I provide ongoing educational programs at metro Detroit hospitals to help physicians pursue financial success. Additionally, I have hosted programs for INFORUM and other organizations that addressed women's special needs when planning for retirement.
Words of Wisdom
Turn adversity into opportunity. When life is scary, be brave. Better days are ahead.
