Wendy is a key contact for retirement plan participants to help educate and advise with enrollment, asset allocation and investment selections. She is inspired by helping her clients achieve their retirement goals and strives to provide outstanding service every step of the way.
Wendy holds the Series 6, 63, 65 and 7 registrations with the Financial Industry Regulatory Authority (FINRA), and the Accredited Investment Fiduciary® designation. She received her bachelor’s degree in Business Administration and Management from Northwood University.
Outside the office, Wendy spends time working out, running, hiking, and attending Barre classes. She also really enjoys her hobby of fashion, (better known as shopping) and spending time with her family and friends.