Wendy’s role is to match you with a team of LNWM advisors who will become your lifelong financial partners and stewards. She has seen how life-changing it can be find people you can trust, who always put your interests first, and who manage your finances in line with your needs and goals.
Having worked in New York City and Los Angeles, Wendy has the perspective required to work with local clients as well as those outside the Northwest. By understanding your situation and personality — as well as the strengths of LNWM’s advisors and analysts — Wendy helps you move forward quickly and confidently.
Designations and Education
- MBA in Finance
- B.A. in Education
University of Washington