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.

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

Financial Advisor

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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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

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck