Wendy Otterness
Senior Financial Advisor
With over 20 years of experience in the financial services industry, Wendy Otterness has built a reputation for delivering thoughtful, personalized guidance that helps empower individuals and families to take control of their financial futures. Her approach is rooted in strategic planning, genuine care, and a deep understanding that every financial journey is unique.
Wendy holds a bachelor’s degree in Organizational Behavior and Business Management from the College of St. Scholastica and brings a combination of analytical insight and emotional intelligence to each client relationship. She specializes in retirement income planning, wealth accumulation, and legacy strategies that reflect her clients’ long-term goals and personal values.
Known for her down-to-earth style and commitment to clear, honest communication, Wendy partners with clients through every stage of life—from building a foundation to navigating life transitions with confidence.
Outside the office, Wendy enjoys exploring the outdoors with her family, capturing the world through photography, and finding inspiration in travel, biking, hiking, and a good book.