I am married and have one daughter who is currently attending TWU. We have one Shetland sheepdog (sheltie) that is still young and keeps us busy. I grew up in Plano and graduated from John Brown University with a B.S. in Business Administration. I enjoy spending time with my family, laughing with friends, reading, doing puzzles, and traveling.
I have over 20 years of experience providing accounting and operation management to small and large corporations in the Texas/Oklahoma area. My passion is to collaborate with office staff, vendors, and clients to streamline processes, improve productivity, and enhance the overall customer experience while ensuring policies are meeting compliance guidelines.
My purpose at NFocus is to oversee the day-to-day operations so the advisors can focus on our clients.
Wendy is not registered with Osaic Wealth, Inc.