Wendy O. Lewis CRPC®
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.
- Chartered Retirement Planning Counselor®
- FINRA Series 65 Securities License
- University of Utah, B.S.