Wendy Eldridge, MBA®, CPFA™
Wendy brings 25 years of experience in the retirement plan industry. As a Retirement Plan Advisor, she customizes retirement plans to suit her clients' individual needs while also offering financial coaching to plan participants. Wendy is a member of the National Association of Plan Advisors (NAPA) and serves on the steering committee for the 2025 NAPA 401(k) Summit.

