Wendi Meyer

Client Services Manager

Wendi has been with JPH Advisory Group since 2007 and brings extensive customer service and administrative support experience to her role as Client Services Manager.  Wendi has over 17 years of experience supporting large client bases, top executives, and multi-person sales teams.  Wendi uses this knowledge to understand each client’s needs and to provide them with efficient and competent service.  Wendi believes that providing exceptional service is the most important thing when working with our clients. She also feels it is crucial that when assisting with such sensitive and personal information, the client feels comfortable knowing they and their accounts are secure and taken care of effectively.  Wendi is responsible for the daily maintenance of all our clients’ accounts, and essentially makes sure nothing is left undone.

Wendi is married with a young daughter and has lived in Georgia most of her life.  She went to Georgia Southern University and also received her Registered Paraplanner designation in 2007, which allows her to have a more complete understanding of the wealth management process.