What people have to say about Wendy Jestings


Wendy Jestings is the most determined woman I have ever met and worked with and her passion for accomplishing her vision is like no other. I truly respect her ability and work ethic. Her story is amazing and she has overcome so many obstacles to get to where she is today, a success by any measure! It was a pleasure working alongside her and would tell anyone that is part of her organization that they are in good hands. Wendy has a clear vision and will continue to blaze new trails in our industry.

Erik Cascio

I've known Wendy for a long time, and she is what I refer to as an "Operator". Early in her career, she accomplished what few ever do: balancing Managing Director duties while being recognized as one of the top 250 financial professionals in her company. Throughout her career, she's worked her way through the leadership ranks with outstanding success in recruiting and advisor development, eventually running her firm as a Managing Partner. Wendy Jestings is leadership by example.

Joey Davenport
Hoopis Performance Network

Wendy was so helpful to myself and my husband once we were ready to talk about financial goals.
She helped us determine our actual income/expenses and insurance coverage. She helped us talk about our priorities as parents, homeowners, and professionals to develop a financial plan that would work best for us as we move forward in these roles. Wendy is caring and realistic when giving financial solutions, and she has become a friend for life. We so appreciate her both as a professional and as a friend.

Colleen Blatchly
New Leaf Bodywork

I have had the good fortune of having Wendy assist me with my financial planning needs for almost fifteen years. Over that time, she has guided me throughout multiple business acquisitions and sales. She was also reliably there for me, in particular, during a challenging period in which I survived a near-fatal car accident ...during the Great Recession, nonetheless. We've journeyed through the highs and lows together, and I feel comfortable knowing Wendy will continue to help guide my financial future through the current pandemic and beyond.

Dan Melo D.M.D

I thought I was “all set” with my financial planning and insurance programs. As business owners, we are very financially savvy and consider ourselves to be experts in our profession. Out of respect to Wendy, we took the time to go through a financial audit. Her recommendations and guidance helped us to transform our thinking and provide substantial value. I would say to any business owner that thinks that they are all set to reconsider partnering with Wendy. We have been a significant asset to our business.

Sarah and Doug Hoffman