Wendy originally worked at Bolvin Wealth Management Group from 2006-2008, and after moving to Indiana for ten years, reunited with our team in June 2017.
She previously worked at MFS Investments and Lincoln Financial Group, and likes smaller companies where she has a direct client facing role. With great attention to detail and an optimistic demeanor, Wendy ensures timely paperwork processing, calendar management and general office and operations support. She attended Regis College, majoring in Economics and Political Science.
She lives in Dorchester, MA with her twelve year old son, Fred, who keeps her busy attending Boston sporting events. Wendy enjoys the Red Sox, Patriots and also Photography, but mostly, she loves being a Mom.