Wendall is an independent investment, retirement, financial and estate planner with Summit Pointe Financial.
With more than 25 years of experience in the financial and insurance industry. Wendall has helped individuals, families and business develop and implement financial and insurance plans to achieve their personal and business goals and objectives.
Wendall is currently an Investment Advisor Representative with Summit Pointe Financial. He currently holds his Series 7, 65 and 63 licenses. Wendall spent 10 years with John Hancock as a registered representative and financial advisor and 12 years with Transamerica who he left in 2016 after they were acquired by Signator Investors. Early in his career, he spent 5 years at the Trust Department at a local bank doing accounting for qualified retirement plans for both small and large businesses.
Wendall graduated from Kansas State University in 1986 with a Bachelors of Science in Business Administration with a focus on finance. Wendall continues to enhance his education, working to complete the required courses for the CLU® and ChFC® designations. Wendall has completed 6 of 8 courses, and strives to complete the remaining by the end of 2016.
Wendall is happily married to his beautiful bride, Marci of 26 years. Wendall and Marci have three boys, their oldest son works in construction, one is attending college at Emporia State and one is in high school at Shawnee Mission South High School. All three boys are Eagle Scouts, something Wendall and Marci are very proud of.
In his spare time, Wendall enjoys spending time with his family. Wendall is a huge fan of the outdoors, most weekends you will find him fishing or hunting.