Managing Director, Partner
Retirement Plan Services
As the partner of the firm’s retirement plan services practice, Wendy is responsible for the management and execution of the practice’s strategic goals, including business development, relationship management and client service initiatives. Known for her passionate and hands-on approach, Wendy’s many years of retirement plan expertise allow her to deliver customized guidance and advice to plan sponsors and participants alike. Wendy is a nationally recognized retirement plan advisor, enabling her to leverage her industry knowledge across all facets of an organization’s retirement plan.
- National Association of Plan Advisors
- Women In Pensions Network
- Association for Corporate Growth – Cleveland Chapter
- Loyola Society Board Member