Broker Check
Wendy Tesch

Wendy Tesch

Financial Advisor

Wendy Tesch is a financial advisor with a passion for empowering clients towards financial freedom. With over two decades of industry experience since 2004, Wendy has solidified her expertise through accolades such as membership in the Prudential Master's Council and the Allianz President's Club for consecutive years.
Educated at the University of Wisconsin- Whitewater with a Bachelor of Science in Finance, Wendy's journey into finance began early, sparked by a deep-seated interest cultivated since high school. Her specialization lies in retirement planning, where she dedicates her efforts to crafting tailored strategies for each client.

Wendy's ideal client embodies openness, curiosity, and a willingness to explore recommendations. Setting her apart from her peers is her meticulous attention to detail, adeptness in simplifying complex concepts, and a commitment to communication and follow-up. Beyond financial advising, Wendy is an active member of her community, volunteering in church ministries, homeless shelters, and initiatives like Feeding America.

In her downtime, Wendy relishes family time at their cottage, indulges in reading, travels, and enjoys movie nights.