Asset Management Financial Services Inc.

Wendy Spencer is a Series 65-licensed financial advisor with 13 years of industry experience. She serves as Director, Chairwoman, President, and Chief Compliance Officer at both Asset Management Financial Services, Inc. and Merit Investment Solutions, Inc., where she has been active since 2010 and 2013 respectively. Additionally, she holds a vice president role at Advisor Administrative Services, LLC, a consulting firm that supports investment professionals. Asset Management Financial Services, Inc. provides discretionary portfolio management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm builds customized portfolios using fundamental research and technical analysis, focusing on financially strong companies considered potentially undervalued, and typically manages accounts on a discretionary basis.

Helen Rimensnyder is a financial advisor with Asset Management Financial Services, Inc. in Clearwater, FL, holding a Series 65 credential and 20 years of industry experience. She has worked with Asset Management Financial Services since 2013 and also holds roles at Core Investment Management, LLC and Merit Investment Solutions, Inc. Additionally, she serves as Vice President of Advisor Administrative Services, LLC, an administrative services company supporting investment professionals. Asset Management Financial Services, Inc. provides discretionary portfolio management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm constructs customized portfolios using fundamental research and technical analysis, focusing on financially strong, potentially undervalued companies, and typically manages accounts on a discretionary basis.