Wendy helps us maintain the high level of service we provide to our clients. She provides timely answers to our clients’ questions and generally makes sure their needs are always her first priority. She also assists our advisors with preparing reports, processing documents and handling administrative duties. Before joining our team in 2014, Wendy was an operations coordinator at Legacy Texas Bank.

Wendy is originally from Ogden, Utah, and lives in McKinney, Texas. “I find the most joy when I’m with family and friends. Creating projects for myself around the house keeps me busy when I’m not working,” said Wendy.