Click on the company name to find out more or contact them!
Wendi Strom is a CERTIFIED FINANCIAL PLANNER™ professional at LOTUS Financial Partners. At LOTUS they help their clients address their current financial priorities while working towards ultimately simplifying their financial lives and partnering to build the financial future that they are hoping for. LOTUS does this by offering a holistic planning process that includes areas like: Cash flow planning, survivor planning, investment management, and insurance implementation.
As fee-based Financial Advisors, their business model is flexible so that they can engage with clients in a way that is best for the client.
Outside of work, Wendi is a wife, mother and active volunteer in the Jefferson County community.
*Wendi Strom is an Advisory Representative offering investments and advisory services through Lincoln Financial Securities, Member SIPC. Lincoln Financial Securities and LOTUS Financial Partners are not affiliated. LFS-2392814-012319
Narrative coming soon!
Mark Nicolet is a registered representative for LPL Financial (LPL) and an Investment Advisor Representative (IAR) for Trilogy Capital (TC). Securities offered through LPL, Member FINRA/SIPC. Investment advisory services offered through TC, a Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (TF), an affiliated but separate legal entity. TC and TF are separate entities from LPL.