Brenda Welling assists clients in getting organized and prepared for assimilating vital financial planning data. She utilizes the WealthVision® planning technology in partnership with the advisor. Together they create a dynamic, goal-based financial plan for every client. .
Brenda and her husband, Wayne, reside in Lambertville, MI and have four children and three grandchildren. Together they enjoy their time spent with family, working in the yard, making home improvements, and traveling. Did anyone say Disney!