Wendy joined the branch in September of 2022 as a Client Service Associate who supports advisors and strives for excellent client services and efficiency. She has been in the financial services business for over 7 years, starting as an assistant administrator working her way up to operations and acquisitions. Currently, she is studying for her SIE and Series 7 for further growth and development.

Wendy has an Associate’s degree in Arts from Young Harris College in the beautiful Blue Ridge Mountains of Georgia. Native to North Georgia, she lives in Lafayette, with her son, Jace. She loves baseball and football, and is a devout UGA fan. Her hobbies are listening to audiobooks and watching Jace grow. She loves to trout fish and deer hunt when time allows.