Meet Our Team William R. Chambers III | CLU, ChFC, MSFS, CFP® Principal 920-661-9000 firstname.lastname@example.org Bill founded Chambers Financial Group. Bill is a CERTIFIED FINANCIAL PLANNER™ professional. He received a Master’s degree in Financial Services from the American College in Bryn Mawr, Pennsylvania. He has more than 40 years experience in the financial services industry. He is a member and Past President of the local chapter of the Society of Financial Service Professionals. Bill is also a member of the Financial Planning Association and the Green Bay Estate Planning Council.In addition to receiving numerous industry awards, Bill has qualified as a Life member of the Million Dollar Round Table. His background in estate planning has helped many families to simplify the complicated issues of estate and income taxation. He is dedicated to long-term client relationships and family financial growth through the use of education and proven techniques.Bill enjoys traveling the country in his Renegade with his wife, Candy and spending time with family and friends. His hobbies include golf, travel, showing his 1970, 2010 and 2020 Dodge Challenger Convertibles and attending military functions as a retired Navy CPO. Wendy R. Loch | MBA, CFP® Retirement Income Specialist 920-661-9000 email@example.com Wendy is Bill's daughter and also his partner in Chambers Financial Group. Wendy is a CERTIFIED FINANCIAL PLANNER™ professional. She focuses on increasing the level of service that we provide to our clientele. She has more than 20 years experience in the financial services industry. Prior to joining our firm, Wendy served as a Rep Assistant at Smith Barney in Green Bay and prior to that worked in the Investment Banking Department of Robert W. Baird & Co. in Milwaukee.Wendy received a Bachelor's degree in Business Administration in Finance, Summa Cum Laude, from the University of Wisconsin Milwaukee and a Master’s degree in Business Administration with a Concentration in Finance from Lakeland College in Sheboygan. She also received a certificate in Financial Planning from Boston University and is a member of the Green Bay Estate Planning Council.Wendy enjoys spending time with her husband, Shooter, and their dogs, Henry and Pearl. If you come by the office, her dogs just may be there to greet you. One of her favorite things to do is travel, her favorite place being Ireland where Shooter and her were married in 2015. She also likes to spend time up north, entertaining family and friends at their cabin and fishing for Muskie.