Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Louis C. Wendling, CLU, MBA
President, Wendling Financial Group
Louis was born and raised in Alsace, France and came to Minnesota as an intern while completing his MBA degree from Institut Européen d’Etudes Commerciales Supérieures, Université de Strasbourg, Alsace.
He has been in the Insurance and Financial services industry for 36 years and has a Chartered Life Underwriter (CLU) degree (Master’s in Insurance) from American College, Bryn Mawr, PA.
In 1991 he opened Wendling Financial Group, LLC, a retirement & estate planning firm in Eden Prairie, MN. Over the last 26 years, he has grown the practice to over 1,200 clients.
Louis’ main philosophy revolves around the idea that all people are important. In that context, he believes that everyone deserves personal attention to their financial challenges, goals, and well-being in life. Everything Wendling Financial Group does begins with this simple yet important concept.
He is fluent in 5 languages and has been a longtime member of French American & German American Chambers of Commerce, serving on the Board of Directors of both organizations and the Past President of the French American Chamber of Commerce. In 2010 he became a knight of the Deutscher Ritter Orden Sankt Georg.
Hobbies include reading, traveling with his wife, Patti, photography, music, hiking and wine collecting.
Patricia D. Wendling
President, Wendling Financial Group
Patti is a marketing and sales professional with over 28 years 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 relationship and sales leadership roles. One of her strongest skills is negotiating with companies on her clients 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 in benefit plans with a specific emphasis on executive carve out and non-qualified deferred compensation plans.
In her free time Patti enjoys volunteering for various groups in the Twin Cities, painting, long walks with her husband, Louis and their golden retriever and spending time with family and friends.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.