FSG is proud to welcome Wendy Peperkorn, CFP®, TPCP®, to our team!
Wendy brings more than 30 years of financial services experience to FSG. She has worked in nearly every part of the industry, from investor relations, marketing, and risk reporting at Wisconsin investment firms to the work she loves most for more than a decade now: sitting down with families and building plans around what matters to them.
Before joining FSG, Wendy was a Financial Planner with Prudential Advisors. Earlier in her career, she was a Wealth Advisor with Drake & Associates and Wealthspire Advisors, where she guided hundreds of families through comprehensive, goals-based planning. At Drake & Associates, she earned more client referrals than any other advisor in the firm two years in a row, which is a testament of how her clients felt about working with her.
“We’re thrilled to welcome Wendy to FSG,” said Michael Haubrich, FSG Founder and President. “She brings a unique blend of financial planning experience coupled with phenomenal people skills that make her an excellent addition to our team. I have no doubt Wendy is going to hit the ground running and help more families build their Great Lives.”
Wendy is especially good at making complex financial ideas clear and understandable. She believes informed clients are confident clients, so she explains the “why” behind every recommendation. She also updates each plan as life, tax laws, and the markets change. Her favorite part of the job is watching clients step into the retirement they’ve imagined and live their Great Life now.
Wendy is a CERTIFIED FINANCIAL PLANNER™ professional and a Tax Planning Certified Professional®, holding Series 7, 63 and 66 licenses. She earned her BBA in Finance from UW–Eau Claire and her MBA, with an emphasis in Marketing, from UW–Milwaukee.
When she’s not with clients, you’ll find Wendy cheering on her kids at their many activities or out walking her English Mastiffs, Brutus and Herbie. Feel free to drop Wendy a line and welcome her to the FSG family!
