Patricia Wendling, BFA

Patti is a marketing and sales professional with more than 30 years of experience in the financial and insurance services industry. As co-owner of Wendling Financial Group, LLC, Patti is involved in all aspects of running the firm and takes pride in helping clients reach and surpass their financial goals. Adding comfort and a sense of confidence in the future for clients and their families is a top priority.

A well-rounded and results-oriented insurance leader with deep experience in sales, field underwriting, and marketing from multiple distribution channels, she has a track record of success in development, client relationships, and sales leadership roles. One of her most vital skills is negotiating with companies on a client's behalf. 

Within our company, she works directly with individual clients, assisting them in job transition, retirement, longevity, and estate planning. She is also available to help companies with benefit plans, with a specific emphasis on executive carve-outs and non-qualified deferred compensation plans. 

Patti enjoys volunteering for various groups in the Twin Cities, throwing long dinner parties with her husband Louis, and spending time with family and friends.