Client Relationship Specialist
Wendy joined Embolden Wealth Management in 2009 and has been acquiring experience in the financial services industry since February, 2000. Wendy enjoys the opportunity to assist clients in maintaining their accounts and problem solving in a variety of areas. Her sharp attention to detail and high level of follow through assist her in providing exceptional customer service. Continued learning is very important and exciting to her.
Wendy’s background includes extensive accounting and financial responsibilities for two international companies. She has her health and life insurance license in the state of Illinois and has completed an income tax preparation course through H&R Block. When away from the office, she takes pleasure in volunteering with a canine rescue group, spending time with family and traveling just about anywhere.
Education, Licenses, Certifications
- Health & Life Insurance License, State of Illinois
- Social Media Marketing Specialist, Harper College
- Income Tax Preparation Course, H&R Block
H&R Block, Embolden Wealth Management and LPL Financial are not affiliated.
Embolden Wealth Management and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.