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Waterloo Way

We are Waterloo Capital, an SEC-registered investment advisory firm and fiduciary, always acting in the best interest of our clients. At Waterloo, our focus and commitment to our clients is to help them accomplish their specific goals and objectives.

Waterloo Capital is a collaborative team of experts bringing dedicated solutions to high-net-worth and institutional clientele.

Meet the Team

Wendy Cook

Wendy Cook

Client Service Associate

As a Client Associate, Wendy supports advisors and clients by providing detailed attention to their financial needs. Wendy’s personal relationships with clients allow them to feel well cared for and valued. Wendy came to Waterloo in February of 2024 with over 10 years of experience in the financial field. Wendy has an AAS from Professional Career College.