Wendy has a critical role in the office, which supports the day to day operations. She also assists in the processing and servicing of clients' 529 college savings accounts and facilitates the preparation of client review meetings. Her most recent experience was working in compliance at another local firm and has over 10 years of experience working with participants of employer retirement plans at Fidelity Investments.
She earned her bachelor’s degree from Colby College. A native Mainer, Wendy lives in Yarmouth. In her time off, she enjoys volunteering at the Clam Festival and spending time with her family and friends.