General Info

Wendy Shieh Jones Wendy's financial planning philosophy begins with a simple concept; find the balance between living life to the fullest now and saving for the future. Wendy's 17+ years in the financial service business have taken her through many transitions from working in real estate and mortgages, to concentrating on insurance and risk management, to building investment portfolios. These experiences have taught her that there is no one size fits all plan for her clients and each person's situation is unique.