Wendy Farrissey
Senior Financial Planner
Certified Financial Planner (CFP®),
Certified Trust and Fiduciary Advisor (CTFA)
As a CERTIFIED FINANCIAL PLANNER™ professional with 40 years of extensive training and experience in a broad range of investment and financial planning topics, Wendy works closely with clients to evaluate their most important financial planning needs. She can help you build a personalized wealth management strategy that addresses topics such as retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
Education
Bachelor's Degree in Liberal Arts and Sciences with a focus in Trust and Estate Planning, DePaul University0826-NVEN