Wendy grew up in Montana, and currently lives in Great Falls, MT. She attended college at Montana State University where she gained her MS Degree, and she later completed her MBA Degree through the University of Montana. Wendy has completed six securities license exams including the SIE, Series 7, Series 8, Series, 31, Series 63 and Series 65 to strengthen her financial knowledge and expertise. Additionally, Wendy has earned the designations of Certified Financial Planner (CFP™), Certified Investment Management Consultant (CIMC®), and Certified Investment Management Analyst (CIMA®). She has 36 years in the financial industry, assisting clients in working toward achieving their financial goals.
 
Wendy’s aim in assisting her clients is to employ a wealth management approach that integrates client’s objectives into a customized plan, structured to fit their life changes. She has worked with families, businesses and foundations to strive to build wealth for them and to aid in transferring that wealth in a tax efficient manner. Before establishing Whispering Ridge Wealth Management, LLC, Wendy worked in the financial industry with Piper Jaffray, Inc., Dain Rauscher, Inc. and RBC Capital Markets Corporation, and currently works with Wells Fargo Advisors Financial Network.
 
Wendy has two daughters who were both honors graduates from Washington State. Wendy’s favorite past times besides being with family are wine tasting, white water rafting, playing golf, and animal welfare. Wendy has enjoyed contributing some of her time to community service by serving eight years as the Vice Chairman of the Investment Committee for Montana State University Foundation. She has also served on various National Committees for Kappa Delta Sorority and the National Panhellenic Conference. Additionally she has recently served on the Board for the United Way of Cascade County, and as a member of the Board of Trustees of the Great Falls Animal Foundation.

Securities License held in the following states:  Alaska, Arizona, California, Colorado, Florida, Iowa, Idaho, Kansas, Missouri, Montana, New York, Oregon, Texas, Utah, Washington, and Wyoming.

Wells Fargo Advisors does not provide tax or legal advice. PM-05212026-7368623.1.1

Wendy has more than 36 years of experience in the financial services industry. In addition to her applicable securities registrations and insurance licenses, Wendy holds the professional designations of Accredited Asset Management Specialist and Accredited Wealth Management Advisor. Her areas of focus include investment and retirement planning, insurance and tax-efficient investing.

Wendy works directly with her clients to help ensure that they understand their investments. She assists them in developing personalized plans to help them reach their financial goals.

Building on 13 years of experience with Wells Fargo Advisors, Wendy opened Buchanan Wealth Management of Trinity Capital Management with the services, resources and support of Wells Fargo Advisors Financial Network. Recognized in a select group of Financial Advisors within Wells Fargo Advisors Financial Network, Wendy earned the Platinum Council distinction from 2008-2024. Wendy ranks #33 in Forbes Top Women Wealth Advisors Best-In-State 2024 for the State of Texas and #114 in the Forbes Best-In-State Wealth Advisors 2024 for the State of Texas.

Wendy and her high school sweetheart, Mike, have celebrated more than 38 years of marriage. Together they are members of First Baptist Church of Nacogdoches and are very active members in the community. Wendy serves on the Stephen F. Austin State University Foundation Board of Trustees and on the United Way board. She served as past president of the Kiwanis Club and the NHS Alumni Association Board and is past Chairman of the Finance Committee for the SFA Alumni Association Board of Directors.

Wendy Wyatt Buchanan, AAMS®, AWMA®

Managing Director — Investments
1323 N. University Dr., Nacogdoches, TX 75961

936-560-7007 | Toll Free 833-560-3930 | wendy.buchanan@wfafinet.com | wendybuchanan.com

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top Women Wealth Advisors Best-in-State and the Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Buchanan Wealth Management of Trinity Capital Management is a separate entity from WFAFN. PM-03202026-7039918.1.1

Daniel spent eight years with Texas Farm Bureau before joining Wells Fargo Advisors in 2015 and transitioning to Buchanan Wealth Management in 2021. He started as a Client Associate, became a Financial Consultant, holding the Series 7 and 66 registrations, was quickly promoted with the firm and is now a Financial Advisor with Buchanan Wealth Management. Daniel holds the professional designation of Chartered Retirement Planning Counselor. He works to provide clients with the highest level of financial and insurance services.
Daniel is from Alabama and moved to Nacogdoches in 1999. He and his wife Shanon have been married for 12 years. They have four sons between them. Tucker graduated from SFA with his Master’s Degree in accounting. Mason is a senior at SFA Studying Computer Programming. Caden is a junior at Texas A&M and plans to become a Physical Therapist. Turner is working and studying to become a Master Electrician. Daniel is very active in his church and in the community. He volunteers with United Way throughout the year, culminating with the Nine Flags Christmas parade each year. Daniels experience also includes many years coaching local youth basketball, baseball and soccer. He previously served on the board for the Nacogdoches Youth Baseball Association and Blue Devils Basketball. In his spare time, Daniel enjoys hunting and fishing with his family and traveling with his wife.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC(WFAFN), Member SIPC. Buchanan Wealth Management is a separate entity from WFAFN. PM-01232026-6824327.1.1