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 “Wendy was the only financial advisor I spoke with that took all areas of my finances into consideration and came up with a plan to coordinate them all.  Others just wanted to sell me a product.  I’ve gone back to her as my life and finances have changed. She’s not a “one and done.”  She’s there for you for the long haul, and I’m proud to say she’s become a trusted friend.”

Karen Z.

President, National Latina Business Women's Association