Our Qualifications

Wendy has been a financial adviser since 1994. In addition to her degree, Wendy also has her series 6, 7, 63, and 65 licenses. She is an Investment Advisor Representative with Harvest Investment Services, LLC which allows her to provide complete financial planning services to all of her clients.

Wendy's focus is on wealth creation, retirement planning, and wealth protection for families and individuals based on personal goals for family and community. She enjoys the relationships she creates with her clients.