Wendy Folkers
Senior Relationship Manager
At TrueJourney, we know our clients have many demands on their time. I am happy to introduce myself as your Senior Relationship Manager.
I am dedicated to building relationships, and delivering a full-service experience that combines personal attention and investment advice all while making it simple and convenient for you. At TrueJourney, we take a relationship approach to support your financial needs. I work closely with senior financial advisors. As your Senior Relationship Manager, I am your primary point of contact and gateway to all of TrueJourney's resources, helping ensure your financial needs are met with the highest level of personal service and professional integrity.
As a background, I began my career with Wells Fargo Advisors Financial Network over three years ago and have been in the financial services industry for over 35 years. In addition, I earned a Bachelor of Science degree in Business Management from the University of Wisconsin-Whitewater. Away from the branch, I enjoy running our family business.
As a Senior Relationship Manager, I strive to help each of our clients plan for their financial future, with their goals in mind. My passion is for educating clients about their options and making a difference in their lives. I get the most satisfaction from seeing the confidence of clients increase as they take the journey towards their investment goals.
I welcome the opportunity to work with you to learn more about your current financial situation, as well as any future financial needs you anticipate.