Wendy joined the firm in 2009, is a principal, and serves on Tealwood’s Management Committee. 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 fro 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®. Wendy is a board member of the Twin Cities International Wine & Food Society, and previous board member of Minnesota Life College.
An avid outdoorswoman, her interests include fly fishing, skiing, sailing, and gardening. She enjoys travel and is a student of guitar and Italian.