Meet your financial specialists.

Wendy strives to ensure clients’ financial data is accurate to maximize effectiveness for clients and the SWP team. She values the firm’s client-centric culture and enjoys working on a team that puts the clients’ needs first.

Wendy spent most of her career in the insurance industry. More recently, she worked in retail at Stuart Weitzman and Chico’s. What has remained consistent for Wendy throughout her experiences is her passion for developing strong relationships and making people feel good.

Wendy enjoys traveling to visit family on both the East and West coasts as well as the more distant locations when time allows. Outside of work, you can often find Wendy reading, walking, or spending time with friends and family.

Education