About us

Wendy has worked in financial services for over 25 years. Since joining RBC Wealth Management in 2007, she has offered services and solutions to both individuals and families across multiple generations to help them achieve their financial goals. Wendy is passionate about education and learning. She holds an M.B.A. degree from Columbia College, a B.S. degree from the University of Missouri-Columbia and a Certificate in Financial Planning from the University of Arizona. She has passed the FINRA Series 7, 63 and 66 exams and is also insurance licensed.

Wendy and her husband, Steve, reside in Littleton. They enjoy free time together participating in various activities and adventures that usually involve fishing, hiking, traveling, cooking and listening to music.