Wendy Brekken

Chief Wealth Planning Officer

Years of Experience: 18 years (10 as a practicing attorney, 8+ in wealth management)

Educational Background

  • William Mitchell College of Law, JD, Magna Cum Laude
  • Saint Olaf College, BA, Psychology and Family Studies, Magna Cum Laude

Other Notable Information

  • Wendy’s area of specialty is in providing customized wealth planning advice to high-net-worth individuals and families
  • Extensive experience providing holistic planning advice, with experience in the areas of estate and wealth transfer planning, business transition planning and philanthropy
  • Conducting family meetings and navigating challenging family dynamics