Wendy Wilkins, MBA

Marketing & Operations Director

Phone: 919-477-3355
Fax: 919-477-3366
E-mail: wendy@wiserfinancial.com

As the Jane-of-all-trades in the office, Wendy plans all marketing and events, assists in financial planning, and provides insurance to clients.  She is licensed to sell life, long term care, disability, health and Medicare supplement insurance. 

Wendy came to Wiser Financial after completing her MBA at the University of North Carolina at Chapel Hill in 2005.  There she gained a keen understanding of small business and client's needs.  Prior to coming to North Carolina, Wendy worked in operations at Lockheed Martin and in marketing at Monument Funds, a fledgling mutual fund company.  She graduated from the University of California at Los Angeles in 1998, majoring in Economics.