Wendi Boddy


Wendi serves as the Managing Partner of the Charlotte market. Additionally she has eighteen years of experience primarily working with Professional Service Organizations and their owners on tax structuring and planning. Wendi also serves on the leadership team for the Women at CLA Virtual Belonging Community.


University of Central Florida BSBA - Accounting

University of Central Florida MS - Taxation


In the community

AICPA; NCACPA and AICPA tax member

NCACPA Experienced Leader _ Women to Watch 2018 winner

Charlotte Business Journal Women in Business 2018 winner

Dress for Success Charlotte - Board member since 2016; Chair 2022-2024

UNC-Charlotte Turner School of Accountancy - Advisory Board

American Heart Association - Circle of Red/Cor Vitae

Fomer member of the UCF Dixon School of Accounting Advisory Board

Charlotte Women Executives Member

Charlotte Women's Impact Fund Member

Charlotte City Club Audit Committee

Resources and events