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.
With her sunny disposition, tenacity and experience, she is dedicated to providing our clients with outstanding and consistent support.
Wendy enjoys trying new restaurants in her free time, traveling, staying active and playing guitar. She is happiest when on a beach.