Wendy is passionate about making clients’ transitions to working with us a breeze! A no-nonsense problem-solver, Wendy brings nearly 22 years of specialized experience in new business facilitation and client services to the family. Whether its opening new accounts, interfacing with advisors and outside institutions, or facilitating regular account maintenance, Wendy’s got it handled.
She works closely with all our clients, building long-lasting relationships that ensure their needs are met diligently and they’re treated like part of the family
Wendy and her husband, Richard, are looking forward to watching their son play collegiate baseball and also enjoy babysitting their grand-pups (well Wendy does) from their daughter and son-in-law. Wendy also enjoys hiking, gardening, and just spending quality time with her family.