Wendy R. Loch | MBA, CFP®
Retirement Income Specialist
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.