Wendy is involved in the daily asset management and product research for our clients. She comes to us with over 27 years of experience in the Financial Industry. She currently holds Series 7 and 63 securities registrations through LPL Financial, and well as Life and Health Insurance License.
Wendy has been married to her husband Jim for 31 years. They have two sons and a daughter. All of Wendy’s family are involved with the Boonton Fire Department, Wendy volunteers with the Ladies Auxiliary. She also volunteers at her Parish Church as a member of the Finance Committee, a Eucharistic Minister and a member of the Funeral Team.
In her spare time, she enjoys spending time with her family and camping.