Meet Our Team

William R. Chambers III | CLU, ChFC, MSFS, CFP® | Retirement Income Specialist


bill@chambers-financial.com

Bill founded Chambers Financial Group. Bill is a CERTIFIED FINANCIAL PLANNER™ professional. He received a Master’s degree in Financial Services from the American College in Bryn Mawr, Pennsylvania. He has more than 30 years experience in the financial services industry. He is a member and Past President of the local chapter of the Society of Financial Service Professionals. Bill is also a member of the Financial Planning Association and the Green Bay Estate Planning Council.

In addition to receiving numerous industry awards, Bill has qualified as a Life member of the Million Dollar Round Table. His background in estate planning has helped many families to simplify the complicated issues of estate and income taxation. He is dedicated to long-term client relationships and family financial growth through the use of education and proven techniques.

Bill enjoys spending time with his family and friends. Hobbies include golf, travel, showing his 1970 and 2010 Dodge Challenger Convertibles and attending military functions as a retired Navy CPO.


Wendy R. Loch | MBA, CFP® | Retirement Income Specialist


wendy@chambers-financial.com

Wendy is Bill's daughter and also his partner in Chambers Financial Group.  Wendy is a CERTIFIED FINANCIAL PLANNER™ professional. She focuses on increasing the level of service that we provide to our clientele. She has more than ten years experience in the financial services industry. Prior to joining our firm, Wendy served as a Rep Assistant at Smith Barney in Green Bay and prior to that worked in the Investment Banking Department of Robert W. Baird & Co. in Milwaukee.

Wendy received a Bachelor's degree in Business Administration in Finance, Summa Cum Laude, from the University of Wisconsin Milwaukee and a Master’s degree in Business Administration with a Concentration in Finance from Lakeland College in Sheboygan. She also received a certificate in Financial Planning from Boston University and is a member of the Green Bay Estate Planning Council.

Wendy enjoys spending time with her family, friends and her dogs, Arthur and Henry.  If you come to the office, Arthur and Henry may just be there to greet you.  One of her favorite things to do is travel. She also likes to golf and fish..

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