Wendy Lessley, CFP®, CLU®, ChFC®, CASL®, REBC®

Financial Representative

Financial security is a major objective in each of our lives. Sound financal plans consist of both offensive strategies (such as saving for retirement or education funding) and defensive strategies (in case things don't go as you hoped). Whether you'd like to discuss personal or business needs, I can help you find appropriate solultions. Although I have six professional designations, in order to give you the best possible advice, I do not charge for my time, so please come visit.

My Mission

As a trusted professional, I will learn about your personal and financial goals, and apply ethics, passion, and logic to help you create a strategic needs analysis. I'll review and update your specific case as your life changes to help you identify your needs and provide you with specific risk protection and investment solutions. I find great joy in developing long term relationships with my clients and their team of advisors.

 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

How Will Rising Interest Rates And A Strong Dollar Affect The Markets?

In this month’s Ask The Financial Expert column, our experts are tackling real estate. Will the Fed’s recent removal of “patience” have an impact on you? Is now the time to get in to real estate investing? These questions and more are answered. Read the article now.

Listen to it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.

 

You Can Fund Your Child's Education

There are many options when selecting a college. The same is true of saving for it. Discover pros, cons and tax advantages of some of the most common strategies.
Download our white paper, “Save for College with Confidence,” to learn more.

The Greatest Gift: A Plan for Long-Term Care

How planning in advance for long-term care needs can help loved ones.

Watch the Video Now