Wendy Cook joined the financial services industry in 2011 nearing 15 years of tenure serving clients and their families. Working in tandem with Andrew Johnsen, she ensures that a client’s experience with Waterloo is seamless. In an effort to expand her knowledge set, Wendy is currently studying for her Series 65 securities registration. Prior to joining Waterloo she worked at New York Life for seven years, and then subsequently worked for a partner of a RIA firm for an additional six years, where she honed her craft in the independent advisory space.
Wendy says, “I love client associate work because I get to interact with the clients. Clients are my passion, and I love helping them!”