Broker Check
Wendy Bowes, CLTC

Wendy Bowes, CLTC

Managing Partner | Financial Advisor

Wendy is a native to the Lock Haven community and grew up in Flemington, PA. She is the youngest of three children and attended Lock Haven High School where she participated in many activities such as chamber choir, service organizations, and excelled at track and tennis. She knew at a very young age she wanted to work with medical technology as way to help other people. She attended Lock Haven University where she received a BS in Biology and Chemistry. She then went on to attend Medical Technology School where she received her MT (ASCP) and later worked at the Divine Providence Hospital and Susquehanna Health System. While attending college she enjoyed working summers at a greenhouse where she tended flowers and worked as a cashier in Woolrich Pa.

In 1998, Wendy began her career as a financial advisor by working with her father and later taking over his MetLife Insurance business. She has been able to utilize the same determination, motivation and attention to detail that she learned in her career as a Med Tech also in her role with financial services. Wendy’s core values of honesty, loyalty, and compassion shine through as she assists others in planning for their future. She enjoys working closely with individuals to meet their needs. Wendy believes in educating clients about their options and choices and thoroughly explains each step of the process.

Wendy has many senior clients and found it very important to become well versed in long term care planning, so in 2001 she received her CLTC designation. She also recertifies each year for the AHIP to help aid retirees and the disabled in finding Medicare supplements, prescription and Medicare advantage plans.

In her spare time, Wendy enjoys communing with nature, hiking, biking, and traveling. She has a great love for time with family and especially enjoys spending time with her nieces and nephews.