Broker Check

Our Team

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    Wendy Prestwood, CMFC, CRPC

    Email: Wendy@prestwoodfinancial.com

    Wendy Prestwood and her husband Mark opened Prestwood Financial Group in 2007 because she saw a need for a financial services group that stood for integrity and insightful investment options. As Founder and President, she is the primary force behind the group. Wendy became a financial advisor in order to serve clients with the utmost sophistication and creativity. Developing and implementing personalized financial plans for her clients is a top priority at Prestwood Financial Group.

    Wendy is highly involved with her three children and their activities. Her oldest son Jordan also works with her at Prestwood Financial Group. Wendy loves to be active and especially enjoys a round of golf whenever possible. As a “foodie”, she loves sharing her culinary creations with friends and family. Traveling to new destinations, near and far, is one of Wendy’s favorite things to do.

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      Mark Prestwood, CMFC, CRPC

      Email: Mark@prestwoodfinancial.com

      Mark Prestwood decided to become a financial advisor after discovering a growing need in the retirement market for professionals that provide a sophisticated analysis and planning for individuals and families. Previously a small business owner, Mark took the opportunity in 2007 to open Prestwood Financial Group with his wife Wendy. He appreciates clients that are willing and eager to learn from his experience. The ability to plan and educate his clients on both opportunity and risk for major decisions is what makes the job so worthwhile.

      When not working, Mark prefers to spend time relaxing with his wife and kids. He hits the gym whenever he can to maintain a healthy lifestyle. Mark and his family enjoy outdoor activities on their land in southeast Kansas. He provides comic relief to his wife during the occasional round of golf.

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        Shelli Buffington, CMFC

        Email: Shelli@prestwoodfinancial.com

        Shelli Buffington has been with Prestwood Financial group since 2007 when it was first founded by Wendy and Mark Prestwood. Shelli's greatest asset as a financial advisor is her genuine care and concern for each and every one of her clients, carefully listening to their goals and aspirations. Her commitment is helping them realize those goals through creative and thoughtful planning.

        In her free time, Shelli enjoys working out, riding her road bike with her husband and competing in bicycle races, time trials and organized rides in Kansas and in neighboring states.

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          Sheri Birdsell, CMFC, CRPC

          Email: Sheri@prestwoodfinancial.com

          Sheri Birdsell became a financial advisor by following her passion for helping teachers and professors plan for a financially stable retirement. She values being able to educate her clients on their investment options. Designing innovative solutions is of the utmost importance. Her career with Prestwood Financial Group since 2007 has allowed her the flexibility to remain as dedicated to her children as she is to her clients.

          Sheri enjoys outdoor activities such as hiking, biking, playing tennis, and jogging. She also likes taking trips with her husband and spending time with her three kids. Spiritual activities and volunteer work in the community are especially important to her.

          Our Staff

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          Shelbie Montalbano

          Administrative Assistant

          Email: Shelbie@prestwoodfinancial.com

           


          Molly Spoon

          Client Service Manager

          Email: Molly@prestwoodfinancial.com

           


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          Jordan Brown

          Operations Manager

          Email: Jordan@prestwoodfinancial.com

           


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          Jennifer Schneider

          Operations Assistant

          Email: Jennifer@prestwoodfinancial.com