Wendy A. Britton
Portfolio Manager, CFP®
Wendy has worked in the financial industry since 1997. After 15 years of working for Charles Schwab, she decided to join Northwest Asset Management as an investment advisor representative, providing comprehensive, customized, and personalized services to clients. Her current position is with Adair Wealth Management which is a registered investment adviser with the State of Washington. Her focus is on wealth management and retirement planning for individuals, families, and small businesses.
Wendy holds the Certified Financial Planner (CFP®) certification. She also has taken the Series 65 Uniform Investment Adviser Law Exam which is designed to qualify candidates as investment advisor representatives. Wendy is a fully licensed real estate broker. Additionally, Wendy has been a Notary Public since 2002. She graduated from the University of Oregon with a B.S. in Science in 1989 and ran her own wholesale business for 10 years before joining the financial services industry. Her interests include singing, hiking, camping, and world travel as well as volunteering overseas.