Wendy comes to us from Wells Fargo Advisors with over 20 years of experience in the life insurance industry. She manages the office of Founding Partner, Chuck Adam, with MERiTAGE Wealth Insurance Advisors and ensures the administrative activities run efficiently. She holds her Texas Insurance license for life and health insurance. Wendy provides excellent service in case management along with providing additional support to advisors and clients.
Wendy lives in Rosenberg, TX with her husband, John and two children, Madeline and Colby.
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. FSG is not affiliated with The Leaders Group, Inc. http://www.finra.org http://www.sipc.org