Wendy Peperkorn, CFP®, TPCP®

Wendy joined FSG’s planning team in September 2026, bringing more than 30 years of financial services experience. Her career has taken her through many sides of the industry, including investor relations, marketing and risk reporting at Wisconsin investment firms. For more than a decade, she has done the work she loves most: sitting down with families and building plans around what matters to them.

Before FSG, Wendy was a Financial Planner with Prudential Advisors. Earlier, she served as a Wealth Advisor with Drake & Associates and Wealthspire Advisors, where her work centered on comprehensive, goals-based planning.

Wendy focuses on making complex financial ideas clear. She believes informed clients are confident clients, so she takes time to explain the “why” behind her recommendations and revisits plans as life, tax laws and the markets change. Her favorite part of the job is helping clients work toward the retirement they’ve imagined and their Great Life.

Wendy is a CERTIFIED FINANCIAL PLANNER® professional and a Tax Planning Certified Professional®. She earned her BBA in Finance from UW–Eau Claire and her MBA, with an emphasis in Marketing, from UW–Milwaukee.

Away from the office, you’ll find Wendy and her husband, Mark, cheering on their kids at their many activities or out walking their English Mastiff.

A little more about Wendy

• One of Wendy’s fondest memories is of her family vacation to San Diego in August 2026. Each of her children arranged their work schedules so they could be together as they start out on their own. They visited the zoo, watched movies and enjoyed quality time cannonballing in the pool.
• Wendy credits her parents with helping her understand the importance of hard work and financial responsibility – never spending more than you make. They worked multiple jobs to send her to college, and their example shapes how she helps others become good stewards of what they have.
• Wendy has always lived in Wisconsin and enjoys the seasons. She met her husband in basketball class at UW–Eau Claire and they share a love of the sport. Together, they teach their children that family is important and to always stand up for each other.