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Wendy VanAntwerp, CFP®

Wendy VanAntwerp, CFP®

Operations Manager

Wendy VanAntwerp has been in the financial services industry since 2012. As an Operations Manager, she is responsible for quality assurance and oversight of the firm’s daily operations and business activities, including compliance support, client services, and project management. She holds her Series 7 and 66 securities registrations. Her proficiency across all aspects of operations management, quality control, and client care help to ensure a smooth, efficient, and enjoyable experience for our team members and clients.

In her free time, Wendy enjoys traveling, home improvement projects, and anything outdoors, especially when she can bring along her two pups. Some activities they enjoy together include kayaking, hiking, camping, and swimming.