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My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

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Interests

I was born & raised in Las Vegas where I also met my true love & best friend, Samuel L Powers IV.

We married on New Year's Eve 2009, in beautiful St. Thomas. I officially became a step-mom that day to our son, Samuel L Powers V.

On July, 23, 2012, we joyfully welcomed with love, our first baby girl, Scarlett Gray Powers.

Our family enjoys traveling & spending time together.

Since 2009, Samuel & I have also joined forces on a professional level by establishing Powers & Associates. Working together as a team, we are able to leverage the strengths of each other & offer additional resources to further enhance our client's overall level of service.

Community Participation

Annually in November, the Friday before Thanksgiving, we sponsor the National Day of Service for the Las Vegas region. We hold our annual event at the Three Square Food Bank.If you would like more information on how to participate, please e-mail us at wendy.a.obrien@ampf.com for further details.

On November 16, 2012, we sponsored the 3rd annual Las Vegas Group for the National Day of Service for the Ameriprise Financial Women's Interest Network. We participated in the fight to end hunger in Southern Nevada at the Three Square Organization in Las Vegas. Our team helped pack meals and necessities for children & families in need.

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Domestic Partner Planning
  • Insurance
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Education Planning

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2004-2009, 2012

Qualifications

  • Master of Science in Financial Services
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Certificate in Business Succession Planning
  • Financial Advisor
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Education

  • Masters in Financial Services, The American College, Bryn Mawr, PA, 2005
  • Certificate in Business Succession Planning, The American College Bryn Mawr, PA
  • Bachelor of Arts in Criminal Justice, University of Nevada, Las Vegas, 1999

Files for Download

My Photos Show Thumbnails

November 19, 2010

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.