Kathleen Wendling
CPFA®
Relationship Manager
401k Department
Kathleen Wendling is a Relationships Manager at Broad Street Financial, where she partners with Zachary Golen and the retirement team to support plan sponsors and their employees. She earned a Bachelor of Science in Accounting from Widener University in 2018 and returned to Widener to complete a Master’s in Tax and Financial Planning in 2019. Her academic training provides a strong foundation in retirement plans and business, while her genuine commitment to helping others defines her approach.
At Broad Street Financial, Kathleen approaches each interaction with warmth, attentiveness, and a focus on teamwork. She is dedicated to delivering exceptional client experiences, proactively resolving participant concerns, and continuously seeking opportunities to improve participant financial well being.
Outside of work, Kathleen enjoys a quieter lifestyle, pursuing reading, exploring new artistic endeavors, and spending quality time with her husband and family.
