Our Team

Wendy Meyer is a seasoned financial advisor with over 21 years of experience in the financial industry. Having started her career at Ameriprise, Wendy recently transitioned to becoming an independent advisor. She graduated from the University of Florida in 2003 with a degree in Economics, setting a strong foundation for her expertise in guiding clients through their financial journeys.

Specializing in solutions for complex retirement, tax, and estate planning challenges, Wendy is dedicated to helping individuals and families secure their financial futures. Her in-depth knowledge and hands-on experience allow her to craft personalized strategies tailored to each client's unique needs and goals.

Wendy's approach is client-centric, focusing on building long-term relationships based on trust, transparency, and integrity. She believes in simplifying the complexities of financial planning and empowering her clients to make informed decisions that align with their aspirations.

Amanda joined the team in 2008 and has been an integral part in client service and office management. She is the first to help clients from scheduling reviews to paperwork questions. Amanda lives in Madison with her husband, Chad, and they have 2 children, Lucas and Braylee.