Office: 515.963.5075 | 1005 SW Oralabor Road, Ankeny, IA 50023
Ankeny, IA – Cara Treybal, Bank President at Northwest Bank in Ankeny, is pleased to announce that Wendy Stenberg has joined Northwest Wealth Management in Ankeny as Wealth Advisor. Northwest Wealth Management, LLC, an affiliate of Northwest Bank, provides comprehensive financial planning, investment management, and retirement plan services to individuals, families, businesses, and foundations.
A Des Moines native, Wendy brings over 30 years of experience in financial services, including more than a decade as a financial advisor. She holds a business degree from the University of Iowa, an MBA from the University of Maryland, and is a CERTIFIED FINANCIAL PLANNER™ professional.
Wendy is known for her personalized approach, working closely with clients to understand their goals and develop customized financial plans. Her expertise includes retirement and estate planning, tax-aware strategies, and education savings. As a fiduciary, she is committed to putting clients’ interests first.
Based in Ankeny, Wendy serves clients throughout the greater Des Moines area, helping them build, manage, and preserve their wealth at every stage of life. Outside of work, Wendy enjoys spending time with family, gardening, and driving her classic Camaro.
Northwest Bank is a $3.0 billion community bank that offers a full line of business, agricultural, mortgage, consumer deposit and lending services as well as wealth management services. Northwest Bank has offices located in Afton, Algona, Ames, Ankeny, Arnolds Park, Creston, Estherville, Fort Dodge, Humboldt, Le Mars, Milford, Shenandoah, Sioux Center, Sioux City, Spencer, Spirit Lake, West Des Moines, Iowa and Omaha and La Vista, Nebraska. Mortgage Loan Office in Sioux Falls, SD.
Advisors represent Northwest Wealth Management, LLC, a Registered Investment Advisor and affiliate of Northwest Bank. Not FDIC Insured ∙ No Bank Guarantee ∙ May Lose Value
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Experience the Northwest Bank difference--the better banking experience. Contact us today and let's build a brighter financial future together!
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General Support: 800-678-4105