Wendy is part of LPL Business Solutions, as a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors' practices. She partners with advisors to provide support on administrative tasks and client management functions.
Wendy has over 20 years of experience in the financial services industry. She worked with LPL Independent Advisors in the Greater Atlanta area and as a VP in operations for a Nashville-based trust company. She joined LPL in 2019 to apply her experience working with advisors in the Admin Solutions Program.
Wendy was born and raised in Northern New York State. She currently resides in Chapin, South Carolina. She is most proud of successfully raising her two children, a daughter who is a public high school teacher and swim coach in Atlanta, and a son who is currently completing his Master's Degree in Education and working as a travel baseball coach. She spends her extra time traveling, enjoying Lake Murray, and the South Carolina beaches with her Lhasa Apso, Yoshi.
We want to put our experience and philosophy of optimism and dedication to work for you, helping you invest your box of lemons into a lasting legacy.
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We believe in working hard for our clients, cultivating strong partnerships and relationships, and providing the value and respect you and your family deserve.
4131 Pioneer Woods Drive
Lincoln, NE 68506
(402) 243-1200 (office)
(402) 243-1201 (fax)
(855) 225-1200 (toll free)
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