Wendee is a Senior Registerd Client Service Associate whose primary area of focus is customer service and satisfaction.  She has more than 13 years of experience in the financial service industry - 10 years with UBS.  She, her husband, Pete and all three children, Steve, PJ and Maggie, are Purdue University graduates.  She holds Series 7 and 66 securities licenses.

Registered States:
CA, FL, IL, IN, NY, OH