Wendy K. Oliver

Wendy K. Oliver

Client Relationship Manager

Wendy began working in the investment industry in March 2000 as an operational/service support controller. She soon moved into a position as a registered administrative assistant where she loved getting to know her clients on a much more personal level. It has been her practice to take the time to fully understand each client’s individual needs and priorities. She is passionate about delivering outstanding client service.

Wendy lives in Tucson with her husband, Craig. They have two children, a son and a daughter, and three granddaughters. She very much enjoys spending time with all of them.