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Wendy R. Loch | MBA, CFP®

Wendy R. Loch | MBA, CFP®

Chief Financial Officer

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 15 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 family, friends and her dogs, Arthur and Henry.  If you come to the office, Arthur and Henry may just be there to greet you.  One of her favorite things to do is travel. She also likes to golf and fish.