Overview
Wendi serves as the Managing Partner of the Charlotte market. Additionally she has sixteen years of experience primarily working with Professional Service Organizations and their owners on tax structuring and planning
Education
University of Central Florida BSBA - Accounting
University of Central Florida MS - Taxation
In the community
Dress for Success Charlotte - Board Member/Vice Chair
UNC-Charlotte Turner School of Accountancy - Advisory Board
UCF - Dixon School of Accounting - Advisory Board
American Heart Association - Circle of Red/Cor Vitae