Wendy is responsible for administration and implementation of bill pay services for Argos Family Office clients. She also helps with clients’ cash management, fraud protection monitoring and philanthropic giving such as making contributions or gifting of stocks or mutual funds. She assists with producing financial statements and monitors the tax impact of transactions. Working closely with the entire Argos Family Office team, she helps on a variety of special projects to serve each individual family’s needs.
Previously, Wendy worked as a senior paraplanner and trust officer at Enterprise Bank & Trust.
Wendy received her B.A. in Marketing from Lindenwood University.