Professional

I believe the designations I've earned are a value added asset for you as my client. I pride myself on providing detailed answers to any questions you may have regarding your financial goals and to be a resource to you now and in the future. These designations enable me to do this with knowledge and full confidence. Following is a list to give you a better understanding of what the designations mean and how I use them to provide the best possible service for you:.

CLU - Chartered Life Underwriter

The CLU designation has long been recognzied as the fundamental and foremost educational credential for life insurance professionals.  Individuals who earn the CLU must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.  More information regarding the CLU may be found here.

ChFC - Chartered Financial Consultant

The ChFC program offers professionals in financial services the advanced education they need to better assist clients in this increasingly competitive field. Individuals who earn the ChFC must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements. More information regarding the ChFC may be found here.
 

CASL - Chartered Advisor for Senior Living

The Chartered Advisor for Senior Living (CASL) designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with detailed knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who have acquired this designation have the opportunity to be positioned to assist this growing segment of the population.

REBC - Registered Employee Benefits Consultant

The Registered Employee Benefits Consultant (REBC®) designation provides an understanding of the dynamic field of employee benefits. Individuals who earn the REBC must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements. More information regarding the REBC may be found here.
  

RHU - Registered Health Underwriter

The Registered Health Underwriter (RHU®) designation provides the most up-to-date, relevant education and information on medical insurance, disability income insurance, and long-term-care insurance. Individuals who earn the RHU® designation will also have a thorough understanding of managed care and how it works. Individuals who earn the RHU® must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements. More information on the RHU may be found here.

I am also a member of NAIFA, which allows me to be up-to-date on insurance industry changes.

Associations and Memberships

Sunrise Estate Planning, member
Prospera, member
Bozeman Chamber of Commerce, member
MT Center for International Visitors, past treasurer
Heart of the Valley Animal Services, past treasurer
Gallatin Hospice, long term care volunteer 
Montana Landlord Association, member

Years of Experience

Representing Northwestern Mutual since 1999.

Education

Degree Major Institution
Bachelor of Science, Summa cum laude Business Administration and Psychology University of Dubuque, Iowa

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

Financial Advisor

 

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