Senior Client Associate
Wendy has more than 25 years of experience in the financial industry. While at her previous investment firm, she was consistently one of the highest in client satisfaction in the country. She lives in Anderson, SC with her husband Mike and son Carson. Wendy spends most of her time cheering on Carson on the football field and basketball court. She also enjoys photography and traveling in her free time.
Wendy has successfully completed the Securities Industry Essentials® (SIE®) Exam.
