Namack Portfolio Investment Professionals, LLC

Wendy B. Namack, CFP^®
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Wendy is the Managing Principal for our firm. Prior to establishing Namack Portfolio Investment Professionals, LLC, she was an associate vice president - investment officer with Wachovia Securities, LLC, in Englewood and Bradenton, Florida. She has over 13 years of experience in the financial services industry and helps her clients attain their wealth accumulation, management, preservation, and transfer goals. Wendy is insurance licensed and securities registered in 23 states and is an Investment Adviser Representative of Commonwealth Financial Network.

In previous professional careers, Wendy has accumulated extensive skills in grant writing and as a consultant in marketing, sales, accounting, operations, and management. In the public sector, she has served in a variety of capacities, including 13 years at the University of Florida (UF) in Gainesville as Assistant Director and Chief Operating Officer for the Florida Foundation for Future Scientists and as Assistant Director, Special Projects for the UF Registrar's Office. In St Petersburg, she was appointed to coordinate the grants program for the Florida Marine Research Institute, a division of the Florida Department of Environmental Protection.

Wendy was born in Venice, Florida, in 1958 and five generations of her family have called South Sarasota County home. Wendy loves to travel and entertain and is well-known for hosting fun parties.

Community Involvement:

Business and Professional Women of Englewood and Venice (2005-present)

Women's Workshop (Chair 2007)

Charlotte Estate Planning Council (2005-present)

Secretary and Officer (2007 and 2008)

City of North Port

Charter Review Advisory Board (Vice Chair 2009 and Member 2006-present)
North Port - 50th Anniversary Committee (Chair 2006-2008)

Gulf Coast Community Foundation of Venice

Capital Projects Review Panel Member (2006)
Because it Matters Advisory Committee (2007)
North Port Leadership Institute (2006)

Manatee Community Foundation Volunteer (2000-2004)

North Port Magazine Editorial Committee (2009-present)

North Port Area Chamber of Commerce (2009-present)

Government Awareness and Economic Development Committee (2009-present)

North Port Community Emergency Response Team (2008-present)

Steering Committee (2008-present)

Rotary Club of North Port Central (2006-present)

Social Chair (2007)
Newsletter Editor (2009-present)

United Way of Sarasota County

Financial Stability Partnership Planning Committee Member (2008-present)

United Way of South Sarasota County

Secretary on the Board of Directors (2005-present)
Community and Business Partnerships Committee Member (2006-2008)
Allocations Review Panel Member (2005-2008)

Vision North Port Member (2007-present)

Steering Committee (2007)
Vice Chair, Board of Directors (2009)

Victoria A. Cegerenko
Client Services and Operations Manager

Vicki celebrated her 1 year anniversary at Namack Portfolio Investment Professionals, LLC in February. She is originally from New Jersey but relocated to sunny Florida in 2004 from Orange County, CA. She has a wealth of office experience including management, accounting, customer service and client services.

Vicki has the unique ability to reinvent herself on demand. This fact is evidenced in her broad work history spectrum - from high-end fashion conglomerate St. John Knits to roofing company and remodeler Pacific Supply. She was entirely new to the financial industry last year, however, her keen analytical skills coupled with proven problem-solving abilities have allowed her to tackle new challenges and expand her knowledge base.

Vicki's primary responsibility is to seamlessly manage all financial workflow as it relates to our clients' accounts and Commonwealth Financial Network. She ensures all that all orders, changes and requests are processed in a timely manner and proactively communicated to appropriate parties. She also manages the operations and administrative logistics of the office to make sure that it runs efficiently and smoothly.

Christin Morrow
Executive Assistant and Marketing Coordinator

Christin joined Namack Portfolio Investment Professionals, LLC in December of 2009. She moved to Englewood, FL in 1999 from New York City and holds a B.B.A. in Marketing. Christin has worked for companies including Hiram Walker, Coach Leatherware and Lincare and brings with her 20 years of marketing and support experience including analysis, public relations, event planning, advertising, merchandising, management and sales.

Her responsibilities include coordination and implementation of marketing strategies, as well as serving as the “right hand” to managing principal Wendy Namack, CFP^®. She enjoys the fact that she can work intimately with the small group at Namack Portfolio Investment Professionals, LLC while being backed by the clout and presence of Commonwealth Financial Network. Christin strives to provide personalized service to each customer and to treat each client with respect, dignity and fairness - assessing their needs on an individualized basis accordingly.

Kaitlin M. Priday
Information and Marketing Assistant

Although only 18, Kaitlin is quite an accomplished young woman. She is technically a senior at Charlotte High School but is an early admission student at Edison State College. She is completing her Associates of Arts (AA) degree this year in addition to working at Publix part-time.

As Wendy's niece, Kaitlin has been helping out since she was 16. She is responsible for preparing materials and setting up for seminars, expos and meetings; updating and maintaining contact data records; assisting with marketing campaigns; assembling binders, tabs and client notebooks and scanning and electronically storing information for records retention.

Kaitlin enjoys the opportunity to be a part of Namack Portfolio Investment Professionals, LLC and admires her aunt's passionate concern for her clients' well-being.