Skip to content

Wendy Stevens

Marketing Specialist

Wendy Stevens

Wendy joined the Marketing team in July to work on printed materials, website updates, social media posts and many other daily and long-term initiatives.


Wendy is experienced in commercial printing and website content management. She received her undergraduates’ degree from SUNY Empire State in 2011 in Media Arts. She has since worked in Information Services at Herkimer College, held a position with Workforce Development as Communications Coordinator, worked as a Financial Aid counselor at Utica College and as an Executive Assistant with Adjusters International before coming to Strategic Financial Services. She enjoys painting and spending time with family and friends.

Areas of Specialty

  • Client Service & Advisor Support

    Client Service & Advisor Support

  • Marketing & Client Experience

    Marketing & Client Experience

  • Workflow, Processes and Technology

    Workflow, Processes and Technology

Beneath the Surface

  • Claim to Fame

    She returned to college when her daughter went to college and graduated the same year with their undergraduates degree (Media Arts & Teaching)

  • Enjoys…

    Drawing, painting, crocheting, anything crafty. Loves giving away her handmade items.

  • Family

    Born and raised in Gloversville, New York. Married to Jim for 35 years, two grown/married daughters and 3 grandchildren.

Be kind to one another

Ellen Degeneres