Summit Planning Group

CONNECT

Address:

3071 Voyager Dr
Suite A
Green Bay, WI 54311

Phone:

(920)884-9000

Wendy Mommaerts

Wendy Mommaerts

Client Relations Specialist

Wendy was born in Kewaunee and grew up in Ashwaubenon Wisconsin, graduating from Ashwaubenon High School in 1983.

Wendy joined Summit Planning Group in September 2004 as a full-time Client Relations Specialist.  Wendy comes to Summit Planning Group with over 20 years of Customer Service experience in the banking and mortgage lending business.

Wendy is a dedicated team member at Summit Planning Group and is responsible for:

Review preparation/follow-up

Assist with client questions

Monitor Required Minimum Distributions, daily activities/reports

Employer 401(k) retirement plans

Wendy married her high school sweetheart, Bruce in October of 1985.  They have raised two wonderful daughters, Stephanie who is married to Tim and Renee who is currently pursuing a degree in Genetic Counseling.  Wendy enjoys time with her family and friends, as well as vacationing at their cabin in the north woods, biking and walking their dog, Sadie.

Wendy is passionate about the St. Jude Children’s Research Hospital and since 2004 has been a Partner in Hope.  Wendy volunteers for the Y100 St. Jude Radioathon, which is held every February.  Wendy and Bruce continue to volunteer in the Green Bay community through various organizations.  Wendy is a past member of the Bellevue Optimist Club.

 

 

 

 

Phone (920)884-9000
Fax (920)884-9019
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck