About Wanda

The personal experience Wanda had from her own family’s unfortunate lack of long-term financial strategies that resulted in the unintended sale of the family farm in which Wanda grew up, prompted her desire to obtain specialized training within financial strategies of retirement income planning and protection.

With the Retirement Income Certified Professional (RICP®) and Financial Services Certified Professional (FSCP®) designations, Wanda has a passion for helping others avoid similar unintended financial consequences and now devotes her efforts to help clients navigate the complexities, risks and a long-term financial strategy that is required to achieve an optimized and successful life leading up to and throughout retirement.

Wanda is also trained and knowledgeable of the federal employee retirement systems and related benefits.

Wanda lives in Louisville, KY where she enjoys following the equestrian industry that includes thoroughbred horse racing, eventing and dressage, bird watching, and taking long walks with her Cavalier King Charles Spaniel dog.