Wendy became a valued addition to our team in September 2022, serving as a Client Service Associate. Her primary role is to assist our financial advisors in delivering top-notch client service. Wendy’s career trajectory in the financial and banking landscape has been marked by progressive responsibilities, starting from her early days as a bank teller to roles in operations and acquisitions.

Educationally, Wendy holds an Associate Degree in Liberal Arts from Young Harris College, nestled in Georgia’s scenic Blue Ridge Mountains. Adding to her credentials, she recently successfully passed the Securities Industry Essentials (SIE) exam and is now diligently preparing for her Series 7 license.

Hailing from North Georgia, Wendy deftly manages her professional aspirations with her responsibilities as a single mother. She takes immense pride in her 8-year-old son, Jace, who excels in baseball and football, often practicing with him in their yard. A passionate fan of UGA and the Atlanta Braves, Wendy also enjoys a wide range of hobbies. From listening to audiobooks and reading to trout fishing and deer hunting, she has varied interests. Yet, her most cherished pastime is observing her son, Jace, as he grows and shapes his future.

By seamlessly integrating her career, family life, and hobbies, Wendy exemplifies a balanced lifestyle, making her a valuable asset to our team.