Meet Wendy Feldman, CLU, ChFC, CASL

Wendy Feldman-Kerr is the third generation of her family to work as an agent with New York Life Insurance Company. She has owned and operated her own insurance firm, The Feldman Agency, since 1986. As a financial adviser with Eagle Strategies, she specializes in personal, business and estate planning, retirement planning, insurance and investments.   Securities are offered through NYLIFE Securities LLC (member FINRA/SIPC).
 
Professional Accomplishments
Wendy is a highly accomplished Business Leader and Entrepreneur. Following in the footsteps of her grandfather Ben Feldman, her father A. Richard Feldman and her uncle Marvin Feldman, Wendy is owner and operator of The Feldman Agency, which operates in a detached agent’s office of New York Life. Wendy completed her 22nd year in February 2008 and is a Senior NYLIC. With clients all over the United States, her leadership in the professional realm goes above and beyond the standards of an average business owner/operator. In her capacity as a business leader she is a model to all businesses. Her extraordinary list of accomplishments demonstrates her prolific and varied success:
 
1. NYL Recognitions: Awarded to a financial professional who achieved a particular level of achievement and success. Wendy stands out in her industry and New York Life as one of the highest-ranking women in her industry. Wendy strives for the next level of achievement with every business decision she makes and consistently is ranked as one of the top agents in Arizona.
    • New York Life's Agent's Advisory Council, elected by agents across the country to represent them at the home office for discussions regarding policy design, service, agent concerns and client concerns. Wendy’s tenure placed her in the responsible position of meeting individually with agents and taking their concerns to the Chairman of the Board for New York Life, the President, Vice-President, as well as department heads and staff. Wendy’s mission was to evaluate products, prepare the team leaders for their presentations and participate in negotiations and ultimately prepare a final report of issue and outcomes.
    • National Quality Award ~ a proud qualifier for over 10 years of outstanding service to clients and industry
    • Executive Council qualifier for New York Life 1987~1992,1994,1995, 1998, 2000-2005
    • President's Council qualifier for New York Life ~1996,1997,1999,2006
    • Chairman's Council qualifier for New York Life ~ 2007
    • Consistently one of top 15 producers in the Arizona General Office of NYL
    • Annuity Champion for 2006, 2002, 2001, & 1995 ~ 1998
    • New York Life New Associate of the Year 1989 for outstanding level of sales.  
2. Industry Designations: Wendy follows a program of study at American College, Bryn Mawr, Pennsylvania where she has been able to successfully obtain designations for the following achievements:
    • CLU (Chartered Life Underwriter)
    • ChFC (Chartered Financial Consultant)
    • CASL (Chartered Advisor for Senior Living)
3. National Recognitions: 
    • National Association of Insurance and Financial Advisors (NAIFA), member and past board member. Wendy stands out in this organization, which provides education, networking and lobbying activities in the industry. Wendy has been a featured speaker on both business and political topics. She has also been honored with the coveted MDRT award (see below).
    • MDRT (Million Dollar Round Table) – The insurance industry's hallmark of excellence. This prestigious organization is comprised of the leading Agents in the business from all life insurance companies-it’s the premier association of financial professionals. 2007 Court of the Table® and Top of The Table®; Qualifying and Life Member – 1995 to present.
    • 2003 National Quality Award for NAIFA
    • National Sales Achievement Award for NAIFA
    • Society for Financial Service Professionals (SFSP), member and board member – A professional organization for continuing education for agents achieving high-level designations in which Wendy has taken an active role as a Board member. Wendy emphasized, through this organization, the high quality and level of service that must be maintained in the insurance industry Society members can provide consumers  assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance. Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential.
Community Service
Wendy’s community of influence spans far outside the Town of Queen Creek. She is known for her achievement, locally, statewide and nationally which gives her the opportunity to influence a greater number of people and be a role model to others who want to follow in her footsteps.
 
Wendy served on the Queen Creek Town Council (as Council Member, Vice Mayor and Mayor) since the Town’s infancy. One can imagine the daunting task before the early organizers of a little town that had to scramble to establish its unique character in time to stay ahead of the onrush of development.    Wendy was successful in keeping the heritage of Queen Creek alive while growing at a pace that will take the town from the modest 4,000 residents when she joined the Council to an expected population of 90,000 in 20 years. As Mayor of the Town of Queen Creek, Wendy raised the standard for all citizen leaders. Her passion was to provide opportunities for all individual citizens to get involved in civic processes, become more informed regarding community issues, commit to improving lives, and take responsibility for shaping their own community. Wendy instituted several programs that aimed to reach out to build community and forge networks between people of different backgrounds. 
 
Organizational Memberships
National Association of Insurance and Financial Advisors (“NAIFA”); Society of Financial Services Professionals (“SFSP”);  San Tan Mountain PRIDE; San Tan Historical Society; Alpha Delta Pi Alumnus; Queen Creek and Chandler Chambers of Commerce.
 
Boards
Arizona Investment Council
 
Educational Background
Ohio University in 1982 with a BS in Organizational Communications; Master’s degree of Communications from Arizona State University in 1984. She obtained her Chartered Life Underwriter (“CLU”), and Chartered Financial Consultant (“ChFC”) and Chartered Advisor for Senior Living (“CASL”) designations from Solomon S. Huebner School of The American College.