Education

University of Central Florida BSBA - Accounting

University of Central Florida MS - Taxation

 

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

Upcoming speaking engagements

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Resources and event materials

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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