As a Richmond native, Wendy graduated from Virginia Commonwealth University in Richmond, VA with a Bachelor of Science degree in Business Management. After a fulfilling career as a Project Manager in several different industries including Consumer Packaged Goods, HVAC and Construction, she used her entrepreneurial spirit to pursue a career in the Financial Services industry.
Wendy holds Series 6, 7, 63 & 66 securities registrations and is Life/Health/Annuity licensed. Wendy works with clients helping them plan for their short-term needs and long-term goals. Building personal relationships is extremely important to her, allowing for tailored solutions to fit her clients’ individual needs. Wendy takes pride in her commitment to personal service and looks forward to serving clients in their financial lives.
Wendy is a member of the Henrico North Rotary Club serving the community to help make a difference in people’s lives. In her free time, she enjoys playing tennis and golf, traveling and spending time with family and friends.