Wendy is a seasoned tax and estate professional with over two decades of leadership experience across diverse industries. With a strategic focus on driving business development, client satisfaction, and revenue growth, Wendy is known for her skills in individual, partnership, corporate, estate, and trust tax planning.
She takes a holistic, consultative approach to her clients’ financial landscape, and uses her highly developed strategic planning skills and focus on regulatory adherence to minimize their tax burden while providing peace of mind that they’re in compliance. Her dedication to best-in-class technology and outstanding technical writing skills provide her clients with insights into their tax strategies and key performance indicators to enrich their financial decisions.
With a commitment to problem-solving and strategic thinking, she is an invaluable asset to her clients. Wendy works with a diverse client base, including individuals, small and mid-sized businesses, corporations, and trusts, and she consistently exceeds expectations by fostering valuable partnerships with stakeholders, customers, vendors, and team members. Her leadership prowess, tax expertise, and collaborative spirit have consistently steered clients toward success and helped them fulfill their potential.
Wendy is a Certified Public Accountant in multiple states and holds a Master’s Degree in Accounting & Financial Management from the Keller Graduate School as well as a Bachelor of Business Administration in Accounting and Finance from Kennesaw State University.
In her spare time, Wendy enjoys spending time with her two teenage daughters, reading historical fiction, and painting. She is also an avid traveler who deeply enjoys getting to know each destination she visits.