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

Financial Advisor

Changing Jobs? Your Top 5 Financial Considerations Beyond Salary

Learn how to assess a new job’s benefits, protect your existing assets, efficiently roll over your 401(k), and more in this free white paper. It also includes worksheets for evaluating major insurance benefits.
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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.

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How Do You Make Sense of Contradictory Economic Reports?

Unemployment rate, inflation, GPD, earnings—there are so many numbers that can have an influence on the markets, but what’s important? And how do you make sense of them all? In this month’s Ask the Financial Expert column, our experts highlight key numbers and how best to evaluate them.