Wendy Dudley

Relationship Manager

With over 25 years in the financial services industry, Wendy is a veteran in the business. Prior to Falcon Wealth Planning, she served in various relationship management roles at a large financial institution working with commercial businesses to grow their revenues.

She holds her Chartered Financial Consultant designation (ChFC®) and last year passed the Certified Financial Planner (CFP®) exam. Over the years, Wendy has developed an expert skill set in developing client relationships and understanding their needs.

Wendy graduated with a Bachelor of Business Administration degree in Marketing from Loyola University of Maryland. In her spare time, she is passionate about financial education and guidance for women and she enjoys cooking, hiking, skiing, and playing golf with her husband and two adult children in Colorado. Wendy is also certified to teach yoga through CorePower Yoga and tries to practice yoga daily.