Wendy Loehr is a wealth management financial advisor based in Chesterton, IN.

Wendy joined CAPTRUST in 2024 and serves as a vice president and financial advisor. She helps clients feel confident about their financial futures and proud of the legacies they’ve built.

Prior to joining CAPTRUST, Wendy was the vice president and chief financial officer of JFNew and Associates, Inc., and then became a solo financial advisor for seven years.

She holds a Bachelor of Science degree in Accountancy from Wake Forest University as well as the designation of CERTIFIED FINANCIAL PLANNER® (CFP®).

Outside of the office, she is the treasurer for the Lake Maxinkuckee Environmental Fund. She enjoys spending time with her family, reading, sailing, and playing golf.