University of Central Florida BSBA - Accounting

University of Central Florida MS - Taxation



Wendi serves as the Managing Partner of the Charlotte market. Additionally she has fourteen years of experience primarily working with passthrough entities and their owners on tax planning and structuring.

Upcoming speaking engagements

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Resources and event materials

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In the community

Dress for Success Charlotte - Board Member/Treasurer

UNC-Charlotte Turner School of Accountancy - Advisory Board

UCF - Dixon School of Accounting - Advisory Board

American Heart Association - Circle of Red/Cor Vitae