Wendy Stokan brings more than 19 years of experience in the financial services industry with a strong background in insurance and investment services support, client service, account servicing, and new business facilitation. She began her financial services career in 2001, working for a local Northwestern Mutual Financial Network branch office where she served as an executive assistant, office manager, and new business coordinator/expeditor before joining Wealth Planning Services, Inc. in 2012 as a client service specialist and business expeditor.
Wendy works closely with the firm’s clients, advisors, and associates to facilitate the opening of new accounts, setting up and maintaining client files, processing transfers and check deposits, and preparing for client reviews. She also maintains the firm’s sophisticated online calendar and customer relationship management (CRM) technology.
Wendy graduated with a BBA from Saginaw Valley State University in 2001 where she majored in Business Management with a minor in Finance. She lives in Rochester Hills, MI with her husband Richard and her two kids.