Wendy is involved in the daily asset management and product research for our clients. She comes to us with over 42 years of experience in the Financial Industry. She currently holds Series 7 and 63 securities registrations through LPL Financial, as well as Life and Health Insurance License. She is also a Notary Public.
Wendy has been married to her husband Jim for 37 years. They have two sons and a daughter. She became a grandmother in July 2024. All of Wendy’s family are involved with the Boonton Fire Department, Wendy volunteers with the Ladies Auxiliary. She volunteers at her Parish Church as a Eucharistic Minister and a member of the Funeral Team. In addition, she is on the Board of Directors of her town’s public library.
In her spare time, she enjoys spending time with her family and camping.