Client Services Associate
Wendy joined the firm in the fall of 2021 at the onset of opening MONECO New Canaan. She had previously worked for the same advisor team while at Barnum Financial Group for the past 13 years. Earlier in her career she was a spokesperson in the fitness/health industry, where she realized early on her passion for helping people. Because of this draw, making the move into financial services was a natural progression. Assisting the team with supporting their financial planning engagements has become yet another passion while still very active in staying fit and energized. In fact, Wendy prides herself in her daily 4:30 A.M. wake up calls so she can get a workout in before arriving at the office to start her day. She credits this discipline with a more positive attitude while at work and continuing to help clients any way she can. Wendy resides in Trumbull, CT, but enjoys the close knit community that the New Canaan office is now woven into. The Elm Street location even allows for brisk walks at lunch through the center of town (and maybe a little bit of shopping too!).
Get to Know Wendy...
Favorite part about working at Moneco: Interacting with clients and team members - I am a people person!
Favorite thing to do outside of work: Travel, reading, dining out with friends and visiting wineries
What I enjoy most about what I do: Working with great clients and peers who I truly consider friends
Biggest challenge: Becoming proficient with all of the new policies/procedures at MONECO
Quotation: "No one can make you feel inferior without your consent" - Eleanor Roosevelt
TV Show: Crime, mystery and black & white movies
Sports Team: NY Giants, Yankees and Rangers