Tom Vonck, CFP®
Director, Schenck Investment Solutions
WISCONSIN – Schenck Investment Solutions is pleased to announce Wendy Pokorsky has joined the firm as an Investment Associate. Wendy will be serving clients firm-wide.
Pokorsky is an Accredited Retirement Plan Consultant (ARPC) with more than 15 years of experience providing financial consulting services. Prior to joining Schenck, Pokorsky was the Regional Director of a financial services company, where she led the retirement plan sales activities across multi-state territory and oversaw $800M+ of assets. She specializes in account management, investment research, compliance analysis and oversight, and business development.
In her new role, Pokorsky will be responsible for investment research and further expanding the investment platforms and offerings of Schenck Investment Solutions. She is a licensed securities representative (Series 6, 7, 24, 26, 63 and 65).
About Schenck Investment Solutions
Schenck Investment Solutions, a subsidiary of Schenck SC, is an investment advisory firm providing financial advising and investment management, reviews and recommendations for businesses, individuals, trusts, estates, retirement plans and charitable foundations.