Wendi L. Foley

Wendi L. Foley

Wendi is a graduate of the University of New Hampshire with a BS in Business Administration. Her primary responsibilities include overseeing all administrative operations of the practice. She also holds insurance licenses for Life, Accident, and Health and is Series 6 & 63 securities licensed with FINRA.

From the moment you are welcomed as a client, Wendi is there to provide the vital administrative services needed to support your goals. She acts as the liaison between our clients and the various financial institutions we utilize in providing wealth solutions.

Prior to joining the firm, Wendi held the position of Network Consultant with New England Telephone Company.  Her role was to interact with clients to facilitate the installation of new equipment and rectify repair and billing issues. Wendi has been employed by the Westford Public Schools since 1996 - most recently, as a Math Resource Facilitator.
 
Wendi has been an active member of her community having sat on the boards of the Westford Recycling Commission, Nashoba Valley Ski Club, Westford Recreation basketball, soccer, and baseball and Westford/Littleton Pop Warner.