Wendy joined Lara, Shull & May in January 2007. Wendy holds the Series 6, 7, 63, and 65 licenses. With her over 9 years of experience in the securities industry, Wendy works closely with individuals, families, and their advisors to develop, implement, and maintain a successful financial plan. Clients appreciate Wendy being attuned to their individual needs.
"I make it a personal goal to get to know my clients, their lifetime, and financial goals. This enables me to better anticipate their upcoming needs. People do not want to find mistakes or learn of errors after the fact. I am constantly monitoring and anticipating future needs and my clients. They appreciate my pro-active approach to financial planning."
Wendy Payne specializes in working with widows and other women who suddenly find themselves responsible for financial decisions for the first time in their lives. She does financial planning, budgeting, and investment management with an emphasis on financial education.
Wendy resides in Lovettsville, Virginia with her husband and children. Wendy enjoys scrap booking, dancing, music, reading, motorcycling, and spending time with her family. |
