Client Relations Manager, RJFS
After 25 years of raising her daughter Lauren, Wendy rejoined the financial industry and joined our team in March of 2020.
She brings a wealth of knowledge from the banking industry. Wendy was a Branch Manager and Lender for Key Bank in Ann Arbor, Michigan. She managed operations as well as providing customer service and lending for her clients. Her focus was relationship building with a large client base in Ann Arbor.
Wendy has been named, “Ambassador of First Impressions” for the office. She is eager to meet and assist all of our clients at Pursuit Wealth Strategies/Raymond James.
Wendy is from the Midwest, born in Ohio and moved to North Carolina in 1994. She has a daughter, Lauren and son in law, Eric along with a new granddaughter, Maeve Elise that reside in Asheville, North Carolina where she visits often.
Wendy is a former marathon runner. She now spends her time playing tennis, pickleball and is an avid walker/hiker. She is a huge football fan and never misses a Dallas Cowboys game in the Fall. Wendy is a young widow and loves to bring awareness to brain cancer since the loss of her husband in 2016. Pursuit Wealth Strategies was instrumental in guiding her through the process of loss and her financial strategies moving forward.