by rsullivan | Dec 7, 2020 | Team Member
Julie has 29 years of experience in the financial service industry and has been with WFA for nine of those years. She began with the firm in 1996, left after six years to raise her children, and returned in 2017. Her knowledge of the industry makes her a valuable team...
by rsullivan | Dec 7, 2020 | Team Member
Wendy joined the WFA team in 2020 and is excited to work in financial services as the firm’s Receptionist and Customer Service Specialist. The supportive culture among colleagues at WFA is one of things that attracted Wendy to the firm. While the industry is new to...
by rsullivan | Dec 7, 2020 | Team Member
Marilou is a Certified Public Accountant and serves as WFA’s Vice President and Chief Compliance Officer. She joined the firm in 2015 as a Senior Tax Advisor, a role she continues to fill, drawing on her nearly 20 years of public accounting experience in both...
