Wendy began her financial planning career in November 2008 after 13 years as an International Tax Senior Manager at Ernst & Young LLC. In 2011, Wendy and her partner, Brad Steinback, formed Infinity Strategic Partners, LLC. Wendy is dedicated to helping individuals and businesses address their financial goals, customizing each plan to fit the client's financial objectives and investment risk comfort. Wendy considers risk protection strategies as well as wealth accumulation strategies. She works with a team of financial professionals who have decades of financial services experience. Wendy and her team strive to help clients balance their current monetary needs with future savings, always pointing to the firm's tag line: “Live for Today, Plan for Tomorrow.” TM Wendy's focus is in helping to empower women with both financial education and discipline. Her academic achievements include a BBA in Accounting from the University of Texas in Austin and a Juris Doctorate from the Loyola University School of Law. Wendy holds FINRA Securities Registrations Series 7, Series 66, and her life and health insurance licenses. She is a Certified Public Accountant, attorney and Certified Divorce Financial Analyst. In 2013 and 2014, she won the Five Star Wealth Manager Award and was presented the Women with Vision Award by the Women's Bar Association of Illinois in 2013.
Wendy founded the Exclusive Professional Women's Networking Group (EPWNG) and sits on the Boards of the Vision for Tomorrow Foundation and the First Bank of Highland Park.
Wendy lives in Deerfield, Illinois with her husband Rich, and their two boys Jordan and Tyler.
Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC. Infinity Strategic Partners, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
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212-314-4600), member
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