Wendy O. Lewis CRPC®

Director of Qualified Plan Administration

Wendy joined UMAFS in 2004 as an Account Manager and 401k Specialist. She currently serves as Director of Qualified Plan Administration. Prior to UMAFS, she worked as a trader for Fidelity Investments for 18 years, where she held Series 7, 6 and 63 licenses.

Credentials/Licenses

  • Chartered Retirement Planning Counselor®
  • FINRA Series 65 Securities License

Education

  • University of Utah, B.S.