Wendy Pyne started out in the financial services industry in 2003, working with small and medium sized companies and their employees on their life, disability and health benefit packages. It was during and after the crash of 2007-2008 that Wendy saw first hand that there was a real crisis in America; many of her clients had lost substantial amounts of their portfolios and found that they would rather purchase a dental policy than put their money into their 401k and get the company match. Simply put, there was a lack of education on how to prevent that from happening in the future.
As a result, Wendy’s investment philosophy has been one of risk management. The cornerstone to her success is the vigilant recognition that “Losses Hurt You More Than Gains Can Help You” TM . Finding creative ways to protect and grow the assets of her clients has been her professional passion. She specializes in helping those that desire safe stable returns that deliver solid growth but want to see their principle protected with as little risk as possible.
Wendy’s commitment to the retirement needs of Americans has led to years of continuing education and the relentless pursuit of unique tools and pathways that can help each individual accomplish their goals.
Wendy is committed to volunteering and gives of her time and talents to her community; currently she is the Managing Director of the Metro West Polka Dot Powerhouse, a women’s connection organization; she has served as President on the Board of Directors for the Ashland Business Association, the Vice President of the Ashland Emergency Fund and a Board Member of the Ashland Education Foundation. When she is not in the office helping her clients or volunteering her time, Wendy and her husband are busy raising chickens, cats, and kids (not necessarily in that order), enjoys a wide range of hobbies and activities, including participating in the Spartan Races, traveling, hiking, canoeing, camping, reading, weightlifting and museum browsing. Passionate about her job, her family, her friends and pets, Wendy cites her adventures with her family, new experiences and different ways of thinking as invaluable to her life, motivating her in the financial services industry.
If you would like to see how you may be able to reduce your tax liability, increase the returns on your assets, all while decreasing your risk by 50% – 85%, then Wendy may be the one to help you.
At Protegro, we enjoy the challenge of finding customized solutions to all of your financial needs. Whether you’re looking to increase the returns of your portfolio while decreasing the risks of investing, decrease your tax burden, or just get your financial affairs into order, Protegro is uniquely positioned to help you accomplish all of your financial goals.
LICENSES & ACCREDITATIONS
- Life/Annuity Licensed
- Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Planning
- Tax Strategies
- Wealth Management
- Income Preservation