Exit Planning Institute - Find a CEPA

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.

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