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Wendy has been providing financial planning services to clients since 1995. She became a CERTIFIED FINANCIAL PLANNER practitioner in 2002. Wendy has a Bachelors Degree in Business Operations. Wendy is a member of the Financial Planning Association. She is also a National Association of Personal Financial Advisors (NAPFA) Corporate Professional Member. Wendy was recently invited to speak at a national conference, regarding the implementation and utilization of portfolio management software. | 