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Client Advisory

Biography

Wendy is a Senior Associate based in the Arlington, Texas office. She works closely with advisors providing comprehensive financial planning services. Wendy provides a detailed approach to meeting planning while working with clients to support her advisors.

Prior to joining Cerity Partners, Wendy developed her financial planning experience by working at Cain, Watters & Associates, PLLC; Edwin R. Cummer, LLC; and Paladini Financial Management.

Learn more about my practice.

Education

  • B.S. from University of Texas at Arlington
  • Certificate Program in Financial Planning from Southern Methodist University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.