Overview
Wendi serves as a Tax Partner in the Carolinas. She previously served as the Managing Partner of the Charlotte office for eight years. She has twenty years of experience primarily working with High Net Worth Individuals, Professional Service Organizations and their owners on tax structuring and planning and is passionate about assisting her clients create opportunities in their businesses and lives.
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
Former member UNC-Charlotte Turner School of Accountancy - Advisory Board
Fomer member of the UCF Dixon School of Accounting Advisory Board
Charlotte Women Executives Member
Charlotte Women's Impact Fund Member
Charlotte City Club House Committee