What’s your dream for the company?
I would like Keystone to be known as the best financial planning firm in Colorado and beyond, helping individuals and families reach their financial goals.
What are three words people use to describe you?
Dependable, problem-solver, and trustworthy
When you are not working, what do you care about most?
Faith and family are the most important things to me. I enjoy spending time with my husband, Bobby, and our pets (we have cats and a dog). Visiting with extended family also brings me joy. I feel truly blessed to be living this life and grateful for the hope of the future.
What’s your financial journey?
Wendi is the Compliance Manager for Keystone. She has spent much of her adult life working in a variety of fields, always gravitating to the administrative side of work, and excelling in the area of Compliance. Prior to working for Keystone, Wendi worked for 14 years at a non-profit agency in northeast Ohio in the Performance and Continuous Quality Improvement (PCQI) Department. She facilitated the agency’s compliance with state regulations and national accreditation standards. Wendi is enthusiastic about bringing her well-honed skills to Keystone Financial Services and she excels in her role here!
Wendi has also participated in Financial Peace University through Dave Ramsey Solutions. She has occasionally served as a facilitator at her church for this program as well. Wendi genuinely believes that learning to budget and taking steps to get out of debt really does bring financial peace.