Wendy Lilly
CPFA
Senior Retirement Plans Service Associate
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EDUCATION
BBA, Marketing, University of Iowa
BIO
Wendy works to support, drive and service Qualified Retirement Plans. As a Retirement Plans Service Associate, she works closely with the firm's advisors, employers and employees of servicing companies to provide intricate plan details and facilitate communication between all. Prior to joining the firm, she held various positions in the financial services industry, but most recently worked as a Preschool Special Education Associate.
JOINED FIRM
2023