Wendy serves as a Paraplanner for Genesis Wealth Management, assisting Heidi Malone. With over two decades of experience in the financial services industry, she provides professional support in analyzing financial scenarios, managing risk, and conducting research on complex investment products for Heidi’s clients.
Wendy is a CERTIFIED FINANCIAL PLANNER™ practitioner and currently holds her life and health insurance license. Prior to Genesis Wealth Management, Wendy was a loyal employee of USAA for nearly 20 years, a Fortune 100 company. In her most recent role at USAA, she served as a Director in Digital Product Management in support of USAA’s mobile app and usaa.com.
Wendy is a graduate from Texas A&M University – Corpus Christi with a Bachelor’s Degree in Business Administration with a focus in Finance. Outside of work, Wendy enjoys outdoor activities with her husband, David, her daughter, Davis, and rescue dog, Poppy.
