Born in Rhode Island and raised in Arizona, Wendy studied business communication at ASU before entering into the world of finance as an assistant to a personal banker. She then spent eight years gaining valuable experience in the wealth management industry as a Client Service Agent, handling all aspects of client accounts. This past year she has been the chief assistant to a financial advisor at Retirement Planners of America, handling daily account transactions and operations which led her to our door. We’re thrilled to have her join our team here at Watermark; We’re sure she’ll prove to be a valuable asset.
Wendy enjoys trying new restaurants in her free time, traveling, staying active and playing guitar. She is happiest when on a beach and recently adopted a two-year-old long-haired Siberian cat named Rosie Cheeks.