Overview
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.
Education
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