Vanessa Sredzinski, ChFC®
Senior Client Relationship Associate
Brighton, Michigan
Senior Client Relationship Associate
Brighton, Michigan
Vanessa is a dedicated professional with a passion for continually expanding her expertise in the wealth management industry. Her commitment to professional growth drives her to stay informed about the latest trends and best practices in financial planning.
Before joining EP Wealth, Vanessa served as a Senior Servicing Advisor at Executive Wealth Management, where she gained broad experience working with multiple advisory teams, specializing in retirement planning and coordinating client services and operations. Vanessa's diverse experience has equipped her with a well-rounded skill set to support clients in achieving their financial goals.
Vanessa holds a bachelor’s degree in finance from Michigan State University and has earned her Series 65 Investment Advisor Representative license. Additionally, she holds the Chartered Financial Consultant® (ChFC®) designation, demonstrating her dedication to providing comprehensive, client-centered financial guidance.
Vanessa resides in Howell, Michigan with her family. Outside of work, she enjoys baking, golfing, and spending time at the lake, where she can relax and recharge with loved ones.
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