Wendy Russell is a CERTIFIED FINANCIAL PLANNER™ practitioner. She holds the FINRA Series 7, 66 registrations (held by LPL Financial) as well as life, accident and health insurance licenses.
Wendy partners with clients using her education and experience to build a trusted, personalized financial future. Her primary mission is to develop strategies for the creation, growth, and protection of wealth. She uses a comprehensive wealth management process that encompasses the following:
- Investment Planning
- Risk Management Planning
- Education Planning
- Retirement Planning
- Estate Planning
Prior to Genesis Wealth Management, Wendy was a loyal employee of USAA for nearly 20 years, a Fortune 100 company. In her most recent role at USAA, she served as a Director in Digital Product Management in support of USAA’s mobile app and usaa.com.
Wendy is a graduate from Texas A&M University – Corpus Christi with a Bachelor’s Degree in Business Administration with a focus in Finance. Outside of work, Wendy enjoys outdoor activities with her husband, David, her daughter, Davis, and rescue dog, Poppy.
