In her role as Executive Administrator, Wendy’s work includes assisting in enhancing client appreciation programs and events. She arranges and coordinates all travel to educational conferences, due diligence visits to companies we invest with, and trips to visit out-of-state clients.
Wendy enjoys being able to use her creative abilities to enhance clients’ experience as they interact with our firm. She gets great satisfaction planning client events, arranging travel, and seeing these plans play out seamlessly.
Prior to joining Addessi Financial Partners full-time in 1999, Wendy worked for 15 years in medical sales, medical laboratories, and medical information systems. She is certified by the American Society of Clinical Pathologists (ASCP) Board of Registry and is a Florida-licensed medical technologist. She is a 1984 graduate of Stony Brook University.
Outside of work, Wendy enjoys the sunshine of the outdoors, family vacations, and venturing out on the “road less traveled." She especially cherishes time with her grandchildren.