Wendy brings over twenty eight years of experience in banking, finance, and accounting to our team, with a dedicated and detail-oriented approach to administrative and fiduciary support.
Her background includes extensive work in trust and fiduciary accounting, where she has collaborated with individual trustees, attorneys, private professional fiduciaries, and financial institutions to document trust and estate activities, deliver actionable financial insights, and prepare fiduciary accounting reports in accordance with the California Probate Code. She has also supported the preparation and filing of income tax returns.
As our in-house bookkeeping expert, Wendy brings clarity and structure to each client’s financial life—ensuring accurate recordkeeping, smooth coordination, and peace of mind.
Wendy earned her B.A. from the University of Colorado Boulder and an Accounting Certificate from Front Range Community College.
Outside of work, she enjoys nature, outdoor activities, learning, travel, and spending quality time with family and friends.
We’re proud to have Wendy as a valued and trusted member of our team.
