Managing Partner | Sr. Wealth Advisor
Financial planning is about turning savings into reliable income, easing the fear of running out of money, and giving clients the confidence to make life’s biggest financial decisions with clarity. A great advisor doesn’t just manage money—they understand their clients’ world so every decision feels informed, intentional, and supported.
With nearly two decades of experience in financial services, Wendy’s philosophy reflects this guiding principle. Her approach centers on simplicity, confidence, and balance—helping people make informed financial decisions today while creating dependable income for tomorrow.
Wendy was drawn to the financial industry after watching her parents navigate the challenges of running their own business. They faced countless financial decisions—how to structure income to minimize taxes, whether to invest in the business or save for retirement, and how to balance family needs with future goals—often without a trusted person to guide them. That experience inspired her to become that guide for others, helping families make confident choices and design plans that support both today and tomorrow.
Wendy specializes in working with pre-retirees within ten years of retirement, helping them transition from saving to living off their wealth with confidence. She focuses on retirement income design, tax-efficient withdrawal strategies, pension and Social Security coordination, and long-term care planning. Known for her ability to simplify complex financial concepts, Wendy empowers clients to make informed, intentional decisions that align with their goals and values.
Her belief is simple: life is about balance. Money isn’t just for accumulation—it’s a tool to create experiences and freedom, and spend more time on what you care about the most.
Outside of work, Wendy loves exploring life with her husband, Dustin, and their two daughters, Priscilla and Camille. Weekends often mean sandy feet and ocean air at a local beach, spontaneous detours to discover hidden local gems, or cooking something together as a family. The family dog is always along for the ride—whether it’s a stroll through a park or a search for the next great ice cream spot.
Wendy holds her General Securities Representative (Series 7), NASAA Uniform Combined State Law Examination (Series 66), and the Chartered Retirement Planning Counselor (CRPC®) designation.
