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Wendy Jankoski is the Principal, Senior Wealth Advisor, and Portfolio Manager at Compound Planning, where they blend personalized wealth management with a sophisticated digital platform. Currently serving as President and Chief Investment Officer at Wealth Architects LLC, Wendy has been instrumental in advising high-net-worth individuals and organizations since 1994. Previously, they held significant roles such as Managing Director at Monitor Capital Advisors and Vice President at James M Davidson & Co. Wendy cultivated a strong foundation in finance and communications with a BA from East Stroudsburg University and an MBA from Villanova University, both earned with honors.