As president of Buckingham Strategic Wealth, Wendy Hartman is responsible for providing strategic leadership to the firm by working with the board of directors and our advisory department leaders to oversee and implement goals and team plans to achieve our firm’s strategic priorities. She is charged to ensure the effective delivery of our overall client experience in conjunction with our advisor experience. Her leadership of the firm is not a responsibility she takes lightly. After decades of serving as a wealth advisor, she understands firsthand the power and reward of watching clients, their children and sometimes grandchildren meet their financial goals. She is proud to lead a firm that safeguards so many financial futures and allows clients to spend their time enjoying life and fulfilling their dreams that matter most.
Wendy began her career here as a wealth advisor, specializing in collaborating with families across multiple generations to preserve their legacy and pass on the values that made them successful to their future generations. Before taking the reins of the entire Buckingham experience, she most recently served as a managing director for Buckingham, with oversight of our client service and client development departments. Her time as both an advisor and director helped afford her unparalleled experience and insight for her current role as the firm’s leader.
Before joining Buckingham in 2010, Wendy was a strategic advisor with Enterprise Trust Company. She served as a portfolio analyst with First Banks, Inc. and an equity analyst with Bank of America Capital Management.
She holds an MBA from Saint Louis University and a bachelor’s degree from Truman State University in Kirksville, Mo. Wendy also holds the CERTIFIED FINANCIAL PLANNERTM professional designation. She recently accepted a three year-term as a member of the Midwest NAPFA Board. She is a lifelong resident of St. Louis, where she lives with her husband and two sons.