Wendy is a Retirement Income Certified Professional® (RICP®), and principal of a financial advisory practice dedicated to helping individuals and businesses make intentional, values-driven financial decisions. She combines deep technical expertise with a personalized, values-based approach to guide clients toward clarity and long-term financial success.
Wendy’s work centers on three core priorities: discovering what matters most to each client, designing tax-efficient strategies aligned with their goals, and serving as a principled fiduciary through every major life and business transition. Whether advising a business on succession planning or helping a family develop a retirement strategy designed to support their long-term goals, her mission is to deliver clarity, confidence, and lasting value through thoughtful guidance and education.
Her areas of focus include comprehensive financial planning, investment advisory services, business and personal risk management insurance, retirement income and estate planning, business succession planning, and qualified retirement plans.
Wendy holds the Retirement Income Certified Professional® (RICP®) designation, as well as Series 6, 7, 63, and 66 securities registrations, along with Life, Health, and Annuity licenses. A Richmond native, she earned a Bachelor of Science in Business Management from Virginia Commonwealth University. Before entering financial services, she built a successful career as a Project Manager in consumer-packaged goods, HVAC, and construction—experience that sharpened her leadership and problem-solving skills.
Outside of work, Wendy enjoys playing tennis and golf, traveling, and spending time with family and friends.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice.