Wendy was born and raised in southeastern Wisconsin and now resides with her family in Pewaukee. Wendy joined Drake & Associates in 2020, bringing with her over 20 years of financial services experience. Wendy focuses on building and maintaining meaningful relationships with her clients by listening to what matters most in their lives. Wendy strives to continually educate her clients so they are confident they have the best financial plan in place to fulfill their long-term financial goals. Wendy specializes in retirement planning, education planning and tax strategies. She is a CERTIFIED FINANCIAL PLANNER™ and is securities licensed.
When not meeting with clients, Wendy can be found cheering on her children as they compete in baseball, soccer, dance, swimming and basketball or enjoying walking her dog Brutus.