Wendy brings over a decade of accounting, financial planning, and portfolio management experience. She earned her B.A. in Finance and Economics from Buena Vista University. We were impressed with Wendy’s level of experience in working directly with clients. She has experience with all of our planning technology including eMoney, Black Diamond, and Riskalyze. Wendy and her husband Jeremy live in Roseville, MN with their 2 children, Liam and Nora. In their free time, they enjoy traveling, watching baseball, and spending time with their friends and family.