Wendy Tesch began working as a corporate financial analyst spending sixteen years with a large automotive group before joining Investment Concepts 13 years ago. She is now a Registered Representative and runs the ICI North branch in Appleton, Wisconsin.
With a focus on retirement planning, Wendy is committed to providing expert advice and solutions for her clients by identifying their needs. By employing product expertise, she tailors plans to help her clients meet their financial goals.
Wendy earned her Bachelor of Science degree from the University of Wisconsin-Whitewater where she majored in Finance and graduated with high honors. She has earned her Series 6, 7, 63 and 66 securities licenses as well as being a Registered Investment Advisor. Further, Wendy holds an insurance license for the following lines – Accident & Health, Life, Variable Life and Variable Annuity. Lastly, she is also a member of the Financial Services Institute.
Wendy lives in Appleton with her husband, Mike, and her teenage children, Alexis and Zachary. She has been very involved with her children’s academic, social and athletic activities.
One of Wendy’s primary passions has been serving and volunteering in a variety of ministries at Appleton Alliance Church. Over the past thirteen years, her family has served alongside her in the early childhood ministry. Wendy has a heart for widows and orphans and has participated in the Both Hands Foundation.
In her free time, Wendy enjoys reading, movies and spending family time at their cottage in Northern Wisconsin.