Wendy Lange is a Notary Public who has over 25 years of experience working at financial and insurance-based organizations as the primary point of contact for both clients and institutional groups. The Alpha team is very fortunate to have someone with Wendy’s people skills and operations management. Wendy has become an invaluable client relations and service leader in assisting clients with any and all service requests, networking and sharing the Alpha Planning philosophy.
“The moment l walked into the office for the first time, I immediately felt like I was home. Alpha Planning’s core values of Trust, Transparency and Education are woven into everything we do as a team. It is very fulfilling to help clients understand their current financial situation, work through our process and be able to realize their retirement dreams. The team environment we have built enables us to give our clients the best personal service they each deserve. When you walk into our office and I greet you with a smile, be warned … it is contagious!”