Wendi Svitak

Wendi is a CFP® professional who has been serving clients in the financial services industry since 2010. Her experience with both a large national broker-dealer and independent wealth management firms has given her a well-rounded perspective on helping clients pursue their financial goals.

Previously, Wendi served as a Wealth Advisor, partnering with individuals and families through life's important milestones. She believes holistic financial planning is the foundation of long-term financial success and enjoys building lasting relationships with clients while serving as a trusted resource throughout their financial journey.

Wendi earned her bachelor's degree in Business from Eastern Illinois University and her Master of Business Administration (M.B.A.) in Finance from Elmhurst University.

Outside of work, she enjoys traveling and spending time with her family.