Wendy serves as the Controller of PWA Wealth Management. She works closely with senior management and is accountable for overseeing the accounting operations of the company. In addition to her accounting responsibilities, Wendy is also responsible for management of the human resources department. Wendy has over 20 years experience in the finance and accounting industry. Upon joining PWA Wealth Management, Wendy was charged with the responsibility of structuring the corporate accounting system as well as coordinating and developing the human resource department. She holds FINRA licensing as a General Securities Representative.
Wendy obtained her Bachelor of Art in Business Management from St. Vincent College. Upon graduation, she received the Award for Academic Excellence in the Major Field of Study for receiving highest honors and placing first in her management graduating class.
Wendy lives in Seven Fields with her husband Kevin and two daughters, Karly and Christie. She enjoys spending time with her family and volunteering for various activities at her daughters' schools. Her interests include gardening, crafting and playing the piano.