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Wendy Woods

Location
Morrison, COUSA
Hometown
Morrison
Meetup member since
December 13, 2007
Birthday
Not yet added
Interests
Wendy Woods hasn't listed any interests.

Wendy Woods is a member of South Metro Denver Business Meetup Group

Member of this Meetup Group since
December 13, 2007
Title
None yet.
Introduction
Hi! I live in Morrison, CO with my husband, 2 dogs, 2 cats, 2 geckos, and a bird. I love hiking, skiing, and snowshoeing. I'm the chamber volunteer who organizes all the ribbon cuttings and open houses for chamber members.
Please describe your business:

I help small to medium sized business owners as well as individuals with retirement planning, education funding, general investing, and life, disability, and long-term care insurance.

What makes your product or service special or unique?

When you work with me you get ME--not a huge firm with quotas and specific products to sell. It's all about the relationship and what YOU need and want.

What is the most effective way for you to build a relationship with a client or prospective customer?

Face-to-face, getting to know each other.

How do you like to give back or support the community(ies) you serve?

Through volunteering. I'm very active in the South Metro Denver Chamber of Commerce, I chair a committee for Project C.U.R.E., and I'm involved with Jefferson County Open Space as a park host and a bluebird monitor.

What would you like business leaders to know about you and/or your business? (add something fun or interesting, hobbies, interests, etc.)

I'm genuine, honest, and believe in doing what's right for the client.

My Meetup Groups

Greetings

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  • “ Wendy,
    You are really an amazing person. Thank you for all you do for the members in the chamber. I really appreciated you coming to my Executive Briefing a couple of weeks ago. I hope you got some good stuff for you business. You are awesome!!! ”

    —Michael Tafoya (Apr 30, 2008 7:14 PM)

  • “ Wendy
    Really enjoyed talking to you over coffee today. We have all seen your inspiring strengths as a leader and now I can brag about your skills as a financial planner. Never knew about your concentration on IRA?s and the easy, low start-up cost solutions you offer. See you soon!

    Carol ”

    —Carol Carlson (Apr 02, 2008 7:17 PM)

  • “ Wendy
    Great to see you twice today! And even though we talked after the Project C.U.R.E. luncheon, the whole world should know what a fabulous job you did and how hard you worked for all of us at the Chamber. Looking forward to coffee very soon.
    Carol ”

    —Carol Carlson (Mar 28, 2008 11:28 PM)

  • “ Thank you for your hard work and support of businesses in the South Chamber... you are awesome! ”

    —Pamela Good (Feb 18, 2008 8:03 PM)

  • “ Wendy, Is one of the hardest working, ethical people in the Financial Services industry, that I know. I've known Wendy now for close to three years. I'm looking to working with Wendy for years to come. ”

    —John H. Weksler (Feb 06, 2008 1:31 PM)
See all 8 Greetings…

Friends

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