WENDLING FINANCIAL GROUP - Key Persons
Patti is a marketing and sales professional with over 28 years in the financial and insurance services industry. As co-owner of Wendling Financial Group, LLC Patti is involved in all aspects of running the firm and takes pride in helping clients reach and surpass their financial goals. Adding comfort and a sense of confidence in the future for clients and their families is a top priority.
A well-rounded and results oriented insurance leader with deep experience in sales, field underwriting and marketing from multiple distribution channels, she has a track record of success in development, client relationship and sales leadership roles. One of her strongest skills is negotiating with companies on her clients behalf.
Within our company, she works directly with individual clients assisting them in job transition, retirement, longevity and estate planning. She is also available to help companies in benefit plans with a specific emphasis on executive carve out and non-qualified deferred compensation plans.