Wendy brings dedication and heart to every client relationship. With 24 years of specialized expertise in new business facilitation and client services, she is a pragmatic problem solver who ensures transitions are seamless and stress-free. From opening new accounts to coordinating with advisors and outside institutions, Wendy manages every detail with precision. Routine account maintenance? She has it handled.
Her philosophy centers on building lasting connections. By working closely with clients, Wendy ensures their needs are met with diligence and care—always treating them as part of the family.
Beyond the office, Wendy and her husband, Richard, cherish spring afternoons at the ballpark cheering on their son’s collegiate baseball games. In May 2023, their daughter and son-in-law welcomed a baby boy, making Wendy and Richard proud grandparents. The joy of their grandson, along with the playful energy of her beloved grand-pups, enriches family life. When not surrounded by loved ones, Wendy finds peace in hiking, tending her vegetable & flower garden, and savoring quiet moments of reflection.