CERTIFIED FINANCIAL PLANNERTM professional
Wendy Hartman, CFP®
Wendy Hartman specializes in collaborating with families across multiple generations to help them meet their financial goals, preserve their legacy and pass on the values that made them successful to their future generations. It’s a responsibility she doesn’t take lightly, and watching her clients, their children and sometimes grandchild meet their financial goals is her biggest reward.
As a wealth advisor, she collaborates with her Buckingham Strategic Wealth advisory team members to create customized wealth management plans for clients that safeguard their financial futures and allow them to spend their time enjoying life and fulfilling the goals that matter most. Wendy also coordinates closely with her clients’ other professional advisors, such as CPAs and attorneys, to make sure that every financial decision made is in the family’s best interest.
Wendy also serves as a Managing Director for Buckingham’s St. Louis office. She is involved in day-to-day strategic planning related to the office, advisory teams and the delivery of our overall client experience.
Before joining Buckingham in 2010, Wendy was a strategic advisor with Enterprise Trust Company. She served as a portfolio analyst with First Banks, Inc. and an equity analyst with Bank of America Capital Management.
She holds an MBA from Saint Louis University and a bachelor’s degree from Truman State University in Kirksville, Mo. Wendy also holds the CERTIFIED FINANCIAL PLANNERTM professional designation. She is a lifelong resident of St. Louis, where she lives with her husband and two sons.