Chief Financial Officer
|“There is only one reason I would work for a firm for 15+ years…the people! The open door policy and eagerness and cooperation of others when information is needed are immeasurable. Everyone in the firm supports one another, which has played an integral part of our success.”
Wendy began her accounting career in 1995. She started as a tax accountant doing tax planning and preparation services for individual, corporate and partnership clients. She gained experience and technical knowledge as Tax Manager. She was later promoted to controller and then to her current position of CFO. Wendy now holds the company checkbook! She is responsible for the Firm’s financial, budgeting, balancing and accounting functions; she plays a key role holding us all financially accountable.
Education & Credentials
Professional & Community Activities
Store your strategic documents in an organized manner, & get convenient solutions for document access and distribution. All secure, all guaranteed.
Those who succeed tend to hold great curiosity about matters that concern them. The following resources we have assembled can satisfy some of that curiosity.