Wendy began her journey in Fee-Only financial planning in 1994 while completing her Bachelor of Science degree in Business Operations. She earned her CERTIFIED FINANCIAL PLANNER^® certification in 2002 and joined Summit in 2004. Wendy specializes in wealth management for non-traditional families, income tax and estate planning, as well as creating comprehensive plans for families considering retirement. She has a passion for philanthropy and received her Chartered Advisor in Philanthropy^® (CAP^®) designation in 2015. She loves to collaborate with her clients and their extended team to develop and reach their charitable goals.

Wendy is a member of the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA). She is a member of the Professional Council of The Columbus Foundation and has served on the board of directors of a non-profit. She has lectured students at The Ohio State University on Alternative Minimum Tax planning and has spoken at events in the areas of cultivating corporate culture and women in the financial industry.

Wendy is a native Northwest Ohioan and has lived in the Columbus, Ohio, area for more than thirty years.

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