Wendy Peichel joined MRK in 2013. As a Financial Paraplanner, her primary job duties include conducting trades as directed by the advisors, preparing allocations and rebalancing trades, understanding the components of building a balanced portfolio based on our company models, and preparing investment recommendations based off of that model.
Wendy is a Registered Representative, an Accredited Investment Fiduciary, and a Chartered Financial Analyst Level III candidate. She is a graduate of Buena Vista University (Storm Lake, Iowa) with a Bachelor’s degree in Finance and Economics.
She is married with two young children, and loves volunteering and spending time with family & friends, particularly at baseball games.