Wendy is an independent Wealth Advisor residing in Houston, TX. She introduces clients to our Firm and our Endowment Investment Philosophy™. Wendy specializes in working with women and young professionals and understands that each client’s financial needs are unique. Wendy strives to understand the client’s complete financial picture, which allows the Endowment Wealth Management™’s advisory team to design a custom tailored investment solution to meet each client’s specific needs. Coming from a scientific background, Wendy takes an analytical approach to assist clients with organizing their financial information and providing them with the tools to identify and reach their financial goals.
Wendy attended the Glascock School of Continuing Studies at Rice University where she studied Retirement and Estate Planning. She has completed the Series 65 Uniform Investment Adviser Law Examination. Wendy earned a Bachelor of Science degree in wildlife ecology from the University of Wisconsin-Madison and a Master of Science Degree in biology from the University of Houston. She is a Candidate for CFP®, passing her exam in November 2016.