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 “Wendy is the type of financial professional every woman, couple and business owner desires and deserves. She’s passionate about providing financial education so her clients can make the most informed decisions. She’s also empathetic, caring and truly interested in learning and addressing her clients’ unique concerns and helping them achieve their goals. Having overcome the struggles of being a young, widowed mother, she knows first-hand the importance of protecting loved ones. And, she selflessly gives back by sharing her story and providing unsurpassed financial education to her community. I highly recommend Wendy as a financial professional, and if you hear her speak or meet with her you’ll quickly understand why.”

Deborah S. Poley

Business Consulting and Education at Charles Schwab & Co, Inc.