Years of Experience: 

20+ years

Educational Background

• Creighton University, Heider School of Business, Graduate Certificate, Financial Psychology & Behavioral Finance
• William Mitchell College of Law, JD, Magna Cum Laude
• Saint Olaf College, BA, Psychology and Family Studies, Magna Cum Laude

Designations/Certifications/Classes

• Juris Doctor (J.D.)

Other Notable Information

• As the Chief Wealth Planning Officer, Wendy leads the strategic direction and delivery of comprehensive wealth planning services to high-net-worth individuals and families. She lends her experience and expertise in guiding clients through complex and often emotional decisions, facilitating family meetings, and navigating challenging family dynamics. She has extensive experience in the areas of estate and wealth transfer planning, business succession planning, lifestyle endowment and philanthropy.
• As a President and a member of the Executive Committee, she works closely with the rest of leadership team of Private Wealth to set the vision and execute on the strategic direction for the firm. Wendy manages key relationships and initiatives, including partnering with outside counsel on our legal and compliance matters, as well as leading the compensation and human resources committees for Private Wealth. Wendy serves as a Trustee on the Foundation Board for Metro State University and serves as chair of the Governance Committee.
• When away from the office, Wendy enjoys spending time with family and friends, reading, traveling, and engaging in outdoor activities (even during Minnesota winters). She and her husband have three children, along with a mini-Australian Labradoodle. Years of Experience