Wendy K. Bennis

AWMA®, CRPC®, AIF®

Senior Wealth Management Advisor

“The financial crises of 2008 impacted so many. For me, it suddenly ended a successful nine-year career in the building industry. As I began the search for a new direction, I was drawn to the idea of working to regain and build to greater financial health for my family as well as for others. Tealwood’s investment philosophy of capitalizing on investment opportunities of the coming economic expansion while managing for risks going forward, and of investing for quality and value, resonated with me. My clients and I could build toward our own financial goals together.

Over ten years later, contributing to clients’ financial health and achieving their priorities continues to invigorate my work. Especially inspiring is partnering with those – often women – who, for whatever reason, have previously not been as involved in the financial/investment conversation and now find they want or need to be. Being part of fostering greater foundational financial literacy and confidence is exceptionally rewarding.”

Wendy joined the firm in 2009. Her experience spans several industries, bringing valuable context and perspective to her work. Incorporating a philosophy of balance and quality of life, her approach aligns investment strategies with each client’s purpose for their money.

Wendy holds the Accredited Wealth Management Advisor® and Chartered Retirement Planning Counselor® designations from the College for Financial Planning. She also holds the Accredited Investment Fiduciary® designation from the Center of Fiduciary Studies. Wendy is a member of the Financial Planning Association of Minnesota, completed the University of St. Thomas Nonprofit Fundraising Certificate series, and is a licensed Realtor®. She is the 2020 President and Board Chair of the International Wine & Food Society Twin Cities Chapter, and previous board member of Minnesota Independent College & Community. 

An avid outdoorswoman, her interests include fly fishing, skiing, sailing, and gardening. She enjoys travel and is a student of guitar and Italian.