Wendy has been a Registered Investment Advisor Representative for the last 18 years, originally with Smith Barney in Mclean, Virginia and the Pensacola office now independent with the Stewart Markey Group in Gulf Breeze, Florida. She holds a series 7, 63, 65, as well as Life and Health insurance licenses. In her practice, she specializes in Money Management, Retirement Planning, and Social Security planning strategies.
Wendy grew up in Virginia and is a graduate of the Old Dominion University in Virginia. She currently lives on Pensacola Beach, Florida with her husband, and three cats. She has two children: Katelind, who is an intensive care nurse, and Bryn, who has recently joined the Firm as Register Investment Advisor. Wendy is a member of the Ft. Pickens chapter of the Daughters of the American Revolution. She is a co-founder of WES (Women Empowerment Society).