Wendy Althen’s mission in life is to provide premier financial advising services by utilizing her passion and unwavering commitment towards her clients’ success. Being a woman in this industry sets her apart and she is a trusted resource, advisor and confidante to her clients. Wendy is a licensed broker, having completed her Series 7 and 66. She is experienced in retirement and investment planning, college funding and insurance strategies. She is also a Certified Divorce Financial Analyst.
Wendy earned her bachelor’s in Business Management at UW-Eau Claire. She is an alumna of UWM’s MBA program with an emphasis in finance.
Wendy serves as the Membership Committee chair for the Milwaukee Chapter of the Accounting & Financial Women’s Alliance, treasurer of the board for Greater Waukesha Literacy, and is the philanthropic chair for the Milwaukee chapter of FemCity®. Wendy is a UWM Alumni Ambassador and on the Business Advisory Board for Enactus at Carroll University. She also volunteers with Make A Difference Wisconsin as a financial literacy educator.