She is an independent financial advisor dedicated to providing comprehensive financial advice, diversified financial resources, and exceptional customer service. Wendy specializes in financial, investment, and tax strategies, retirement planning, estate planning, risk management, business succession planning and insurance services.
Wendy spent the first half of her career in retail banking, and briefly exited the financial industry to care for her two children.
Wendy is on the Board of Directors for A Week Away Foundation, Lancaster PA serving as Treasurer www.aweekaway.org. She is a member of the Financial Planning Association, Kingdom Advisors, and Lancaster Estate Planning Council. She serves her community through volunteering at A Week Away Foundation and various community fundraising events. She has a heart for mission work and supports multiple missions including World Vision and Compassion International.