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Wendell Charles Financial is an independent financial services firm providing a custom experience for each individual, family, or institution. WCF was founded in January 2011 by Evan Kirkpatrick and named for his grandfather, Wendell Charles Kirkpatrick, a retired physician and philanthropist. Evan works directly with clients to develop holistic financial plans and investment strategies.
Evan Kirkpatrick | Founder & CEO, Wendell Charles Financial
Prior to founding Wendell Charles, Evan began his career at a global Fortune 100 firm & ran the investment division of a boutique wealth management & corporate benefits company. In addition to writing his “Influential Capital” column at Forbes, Evan’s work has been featured in media outlets such as Entrepreneur, Inc., the Wall Street Journal, & on CBS radio. Evan is a 2x recipient of the Empact100 award which honors the top 100 entrepreneurs in the United States under the age of 35 in a ceremony held at the United Nations headquarters. He was a scholarship basketball player at Northwest University & a McDonald’s All-American nominee in high school. Evan is also passionate about philanthropy, serving as a board member of Two Feet Project, a non-profit aiding & equipping underprivileged youth in Nairobi, Kenya.
Wendell Charles is powered by LPL Financial (NASDAQ: LPLA) which provides Evan with an experienced team of experts in various financial planning specialties. Here is more information about the team at LPL that Evan consults with on behalf of clients:
Steven Gensler, CFP®, MBA, MSBA | Vice President, Financial Planning Group
Steve is responsible for the training and future enhancements of WealthVision as well as assisting LPL representatives with case design and illustrations. Prior to joining LPL's home office in June of 2006, Steve was an LPL registered representative for over 5 years. As an LPL OSJ he was responsible for overseeing eleven Advisors and the compliance oversight of several successful FIS programs.
As a life long student Steve has earned a BS in Psychology, an MBA, a Graduate Certificate in Personal Financial Planning, an MBSA: Financial and Tax Planning, and a Graduate Certificate in Human Resource Management. He is CFP® Practitioner and is NASD securities licensed 7, 66, and 24 as well as SC Life insurance.
Susy E. Lerner, CFP®, CLU®, CMFC® | Senior Planning Consultant
Susy specializes in comprehensive financial planning, investment strategies, real estate ownership and financing issues, estate and philanthropic planning. She works with advisors who are adding fee based planning and hourly consulting to their business models with practice development and management ideas. Susy joined the Financial Planning Group in 2008. Her experience includes over 15 years as a successful independent financial planner/OSJ principal, and over 7 years working for financial services corporations as Field Director, Sales Manager, Manager of Wealth Management Solutions, and Regional Financial Planning Director, plus 3 years in residential lending. Her client base included professionals, business owners, and retirees. She is a CFP® Practitioner (#2741), a Chartered Mutual Fund Counselorr, and a CLU®. She earned a BS and M.Ed. from the University of Maryland at College Park. Susy holds Series 6, 7, 63, 65, and 24 licenses, is a licensed California Life and Health Insurance Agent and a licensed Real Estate Agent in California.
Keith Cervenka, CFP® | Senior Planning Consultant
Before joining the Financial Planning Group, Keith had a successful 15 year financial planning career with Ameriprise Financial (formerly American Express Financial Advisors). His client base consisted of mostly engineers, scientists, and retirees. Financial planning was at the heart of his business. Keith created comprehensive financial plans that examined all six areas of financial planning.
Keith has strong practice management knowledge for helping advisors transition into providing financial planning services for their clients.
He also worked with clients building the "Tax Triangle" and creating income streams for his retired clients within the "Triangle." Keith used a variety of software including FAS, NaviPlan, Morningstar, and Allocation Master in his practice. From the sale of his own Ameriprise financial planning business in 2009, Keith can assist in exit planning questions and would be a good source to advisors considering selling their own businesses. For those advisors who have client's in the construction industry, Keith has over 15 years experience in the construction Industry and would be a good resource for planning strategies. He is a CERTIFIED FINANCIAL PLANNER™ certificant and has Series 7, 63, and 24 licenses. He also holds a California Life and Health license.
Craig Horner, CFP®, ChFC® | Senior Planning Consultant
Craig Horner has over 20 years experience in the financial planning industry. Craig is a CERTIFIED FINANCIAL PLANNER™ certificant, and Chartered Financial Consultantr who achieved Senior Advisor status, representing the top 5% of American Express Financial Advisors during his 15 years there, and more recently, the Patriot level within LPL Financial Services and has Series 7, 63, and 24 licenses. He received the Mentzer Academic Scholarship to study math and music at the University of Iowa and subsequently taught computer music at the college level. Craig is also a member of Mensa. During his career he focused on estate and business planning, helping clients to establish charitable trusts, Family Foundations, ILITs, GRATs, and FLPs. Having a special needs child, he became an expert in Special Needs Trusts and the accompanying planning. He also worked with businesses in setting up qualified plans and executive compensation arrangements. Another area of focus was in end-of-life planning, maximizing the retention and transfer of assets to succeeding generations.
Craig served three terms on the Board of Directors for the International Association of Financial Planning and has belonged to the Planned Giving Roundtable since 1989. He's served on the planned-giving boards of ten charitable organizations and served as President of the Board for the Southern Caregiver Resource Center. He has frequently been quoted in articles and has made numerous presentations regarding retirement, financial and estate planning. Craig plays the piano professionally several times a week with his wife Deborah on sax and flute. He is an accomplished runner and routinely wins his age class in local 5k and 10k running events.
Roger Moulton Jr., CFP®, MSPFP | Senior Planning Consultant
Roger's professional experience extends from over a decade at a major wire house where he assumed progressive roles which included northeast fixed income coordinator and financial consultant. As a financial planner, Roger has worked with families, their charitable entities, their business entities, multiple younger and older generations, and the clients' circle of advisors including; CPAs, Attorneys, business partners, office managers and assistants. His extensive experience includes the following areas: Investments | Tax planning | Wealth Transfer | Philanthropy | Cash flow planning | Retirement planning | Advanced Estate Planning | Education funding options | Insurance needs analysis | Real Estate buy/sell decision. Roger earned the degree of Master of Personal Financial Planning from Bentley University and is a CERTIFIED FINANCIAL PLANNER™. As a financial consultant, Roger holds series 5, 7, 63, 66 and 24 licenses .
Van Truong, MSF, CFP® | Senior Planning Consultant
Van has 9+ years of combined experience in accounting, financial analysis and wealth management. Prior to joining the Financial Planning Group in August of 2012, Van spent the previous five years with Wells Fargo Family Wealth. She worked with financial advisors and investment professionals providing advisory services to high and ultra high net worth family relationships with an average of $25MM investable assets.Van's passion in the planning field has helped her gain extensive knowledge in the variety planning areas including philanthropic, educational, retirement, and investment planning. Van is an active member of the Financial Planning Association of Massachusetts. Van also serves on the Career Development Committee. She delicates her time and effort toward supporting the FPA of MA to promote the profession and to build a strong professional community.
Van received her B.A. in Business Management (2002) and M.S. in Finance (2003) from Clark University both with honor with a minor in Mathematics. In additional to her Certified Financial Planner ™ license, Van holds FINRA Series 65 license and is a licensed Real Estate Agent in Massachusetts.Van is of Chinese decent and was born and raised in Vietnam. She speaks fluent Vietnamese and Chinese (both Cantonese and Mandarin). Van believes that her cultural background has enriched her life personally as well as professionally.
William Boggs, CFP® | Senior Planning Consultant
Bill started his financial planning career in 2005 as an independent advisor with Securities America, and later with Securian Financial and Merrill Lynch. Bill brings to LPL his broad-based experience and his passion for financial planning. Bill specializes in the areas of estate planning, taxation strategies, and college planning. He has a strong knowledge of and understanding of veterans' benefits after serving over 21 years in the Marine Corps and Navy. A graduate of the University of San Diego, He is a CERTIFIED FINANCIAL PLANNER™ certificant. He has served on the board of the Financial Planning Association (FPA). He spent the last two years on the Membership and Programs Committees of the Association for Corporate Growth (ACG). He currently serves on the board of Support the Enlisted Project (STEP), an organization providing emergency financial grants and transition assistance to junior enlisted military members and their families. In addition to his CFP® Certificate, Bill has Series 7, Series 66, Series 24 and CA Life Insurance licenses, but his Commercial Pilot License is the one he prefers to use the most.
Steven Dishman, CFP® CRPC® | Senior Planning Consultant
Steven has 8 plus years of combined experience in financial analysis, retail brokerage and financial consulting. The majority of his career has been spent in various roles with MetLife and Ameriprise Financial as a financial advisor, Wachovia Securities/Wells Fargo Advisors working as a performance analyst, retail brokerage trader and a financial consultant. Prior to coming to the Financial Planning Group in 2014, Steven worked as a Financial Relationship Counselor utilizing retirement planning tools to consult Wells Fargo 401k participants.
Steven specializes in the areas of retirement planning, investment planning, and brokerage operations. He is a financial planning advocate and works with advisors who are adding fee based planning and hourly consulting to their business models with practice development and management ideas. Steven earned a BS in Finance from Virginia Tech in 2006. In addition to his CFP Certificate, Steven has the CRPC Certificate and Series 7, 63, 65 and 24 licenses.
Michael Chau | Senior Client Services Consultant
Prior to joining the Financial Planning Group in October 2013, Michael worked in the Account Transfers department at LPL. During this time processed ACAT, non-ACAT and mutual fund requests. Through the use of LPL programs and applications, Michael monitored the overall completeness process up to completion and ensured standard criteria. Michael also worked in the Commissions/Quantitative Analysis department at LPL Financial. While in Commissions, he supported regulatory requests and inquiries. In addition, Michael assisted in training newly hired temps and off-shore representatives. Michael graduated from the University of San Diego with a Bachelors degree in Business Administration - Finance. While attending USD, Michael was extremely involved with extra-cirricular activities while strengthening his leadership abilities.