All About the Founder
Wendy Weston has always loved interacting and helping people and has learned over the years the stress, fear and anxiety that money issues produce in families. The American Psychological Association (APA) states that 72% of individuals experience stress related to money. Financial stress is one of the leading causes of marital conflict. Anxiety over family money issues affects children of all ages, leaving them feeling stressed and afraid. Family financial chaos encompasses taking care of extended family members, too. Wendy saw that she could take her love of helping people and combine it with her talent for numbers and financial concepts and aid clients in finding Peace Over their Financial and Organizational Chaos. Hearing that her clients can now sleep at night, knowing that their finances are under control, is the ultimate reward for Wendy.
Wendy holds a Bachelors and Masters degree (MBA) in Finance and Accounting from The University of Texas at Austin. She is a forever proud Longhorn! Wendy grew up in Texas and then moved to Southern California after graduate school and has lived there since. Her career spans over 25 year of Corporate Finance experience in the waste management, staffing and ambulance industries, holding titles of Chief Financial Officer, Director of Finance and Controller. Wendy currently works seasonally at H&R Block as a Certified Tax Preparer.
Wendy has 3 almost grown children and enjoys spending time with family and friends. She loves to socialize, walk, go out-to-eat, organize and decorate anything, hike, spend time in the mountains, bike, ski, cuddle with the family pets, read and learn about new things. Wendy’s extended family includes her mom, who is battling Alzheimer’s.
Wendy loves getting to know her clients and cares for them like extended family. She loves communicating with them regularly via text or phone and tries to be available throughout the day for regular correspondence when needed.