Wendy joined Crossmark in 2023 and serves as Wealth Management Associate with responsibility for building new client relationships, portfolio analysis, trading, and providing superior client service to assist clients in meeting their investment goals. Prior to joining Crossmark, Wendy served as a Client Service Specialist for 16 years and was responsible for assisting clients with employer sponsored plans as well as Individual Retirement Accounts. Wendy earned her Bachelor of Science in Interdisciplinary Studies with a minor in Communications and holds a Masters in Teaching from the University of Houston Downtown. She is also currently pursuing a Masters in Project Management and Pro