GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Wendy VanCleve
Wendy VanCleve is a senior planning advisor with the Fountain Financial Group. She is committed to addressing clients’ individual financial goals through the implementation of time-tested wealth management strategies. Wendy employs a comprehensive,...
ABOUT WENDY
Wendy VanCleve is a senior planning advisor with the Fountain Financial Group. She is committed to addressing clients’ individual financial goals through the implementation of time-tested wealth management strategies. Wendy employs a comprehensive, strategy-focused approach, delivered with consistent personal attention. She is dedicated to helping clients pursue their long-term objectives. As a Certified Exit Planning Advisor (CEPA), Wendy is equipped with the training, skills, and tools needed to strengthen her relationship with business owners and serve as their most trusted advisor.
Wendy is originally from Grand Rapids, Michigan. She received her Bachelor of Arts degree from Michigan State University and her Juris Doctor from Marquette University Law School, where she served as associate editor of the Marquette Law Review. Before beginning her career in financial services, Wendy focused her legal practice on estate planning and business law. She serves her community through various local organizations and enjoys spending her free time with her husband, daughter, and dog.