Dedicated and hardworking with an administrative support skill set, Wendy brings over 27 years of experience in banking, finance, accounting to our team!
Wendy’s work experience includes specialization in trust and fiduciary accountings, where she served and liasoned with individual trustees, attorneys, private professional fiduciaries, and financial institutions to document the activities of a Trust or Estate, provide actionable information, and prepare fiduciary accounting reports in accordance with the California Probate Code. Throughout her various roles, she has also played an internal part in the preparation and filing of income tax returns. From bookkeeping to coordinating aspects of your financial life, Wendy provides peace of mind and makes your financial life better by providing you with the needed clarity on finances, without the complicated headache of managing them.
Wendy earned her B.A. from University of Colorado, Boulder and went on to obtain an Accounting Certificate from Front Range Community College.
She is an enthusiast of nature, outdoor activities, learning, and travel and embraces quality time with family and friends.
We couldn’t be more thrilled to have her on our team.
