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Wendy Crowell, CFP®

Wealth Manager

Wendy serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With nearly a decade of experience in the financial services industry, Wendy offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Wendy provided consulting services, specializing in technology and data sharing initiatives.

Wendy received her Bachelor of Science degree in business administration and computer information systems from Columbia College in Columbia, Missouri, and is a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Wendy enjoys spending time with friends, playing tennis and attending Kansas City Royals games. She’s also a mentor through Give Back, an organization that provides college scholarships to at-risk youth.

Articles by Wendy Crowell, CFP®

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