For fee-only investing and advice with no minimum, visit our sister firm, Welch Investments.
Wendy Weber joined The Welch Group in November of 2004 as a member of the Operations Department. Wendy has brought a strong customer service background and organizational skills, and various professional skills that were acquired from over 15 years of experience within the Medical Field in Allen, TX.
Wendy works as a direct liaison between our advisors and Schwab. She handles the set-up of new accounts and manages the balancing of client accounts and client requests on a daily basis. She also processes trades, client money transactions, and works closely with our team of advisors to provide the ultimate customer service for our clients.
Wendy lives north of Birmingham near Smith Lake, and loves being on the lake. She and her husband, Jason, have three daughters, Ashleigh, Katie and Bailey, and one son-in-law, Shawn. She is thrilled to introduce an adorable new addition to the family, her first granddaughter, Carter, born May of 2014. When not at the office, Wendy enjoys spending time with her growing family.