About Wendi Southwick

It is an honor to work with so many people in their life's journey. My mission is to empower individuals, families, and small businesses to achieve financial security, confidence, and peace of mind through empathetic guidance, counseling, and actionable strategies. I want to ensure your financial decisions align with your values and dreams. I am passionate about helping others one step at a time to navigate life's financial dreams and difficulties.

Specializations

I work with individuals, families and businesses to establish plans that help them build, protect and distribute their wealth by addressing the following:

Retirement Planning (Accumulation & Distribution)
Cash Flow & Debt Payoff Strategies
Tax Efficient Financial Planning
College & Education Planning
Investment Management
Risk Management & Insurance Planning
Estate & Legacy Planning

At Thrivent our approach is purposeful and continuous. We begin with an understanding of where you are today and adjust our services as your situation and goals change throughout your life.

Education and Licenses

Licensed in NV, UT, ID, WA, CO, and VA
Life and Health Insurance Licenses
FINRA Series 07 General Securities Representative
FINRA Series 66 Uniform Combined State Law
Investment Advisor Representative
Masters in Economics
Bachelors in Political Science and Economics

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.