Wendi Strom

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

 

Wendi Strom - Lotus financial partners

 

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