Wendy Healy

Financial Coach

Wendy is our financial coach who is passionate about helping young couples and families achieve their financial goals. With 25 years of experience in managing corporate accounts and 4 years of coaching clients on budgeting, saving, and debt management, she has the skills and knowledge to help you create a realistic and personalized financial plan.

She understands the challenges of making ends meet, especially when you have kids, debt, or unexpected expenses. She will help you create a system that gives you control over your finances, reduces stress, and builds a solid financial foundation for your future. Whether you want to save more, pay off debt, or plan for retirement, Wendy can show you how to transform your financial situation and live the life you deserve.

Wendy loves biking, traveling and visiting her grandchildren in Michigan and Oregon, and the newest addition here in Tucson. She is passionate about helping others achieve their version of financial freedom and happiness.

Southwest Investment Advisors