Wendy is a Wealth Advisor and Relationship Manager at Chevy Chase Trust. With more than 26 years of experience in wealth management, Wendy is responsible for advising clients in the areas of investment management, financial and estate planning, and trust administration. She oversees the delivery of services to clients and coordinates with their legal, accounting, and other advisors.

Originally from Colorado, Wendy earned her B. S. from Colorado State University. She is a Certified Financial Planner®. Wendy is an active member of Collaborative Dispute Resolution Professionals, Montgomery County Estate Planning Council, and a Financial Coach with A Wider Circle in Silver Spring.

Bethesda Magazine 2022 Top Financial Professional »

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