Wendy Schulz

Wendy Schulz has extensive experience in client service management, currently serving as a Client Service Manager at TRI-AD since February 1996, where responsibilities include the administration and consulting of various employer benefits such as FSA, COBRA, and HSA, along with supervising team associates and delivering high-level solutions. Prior to this role, Wendy worked at Lawrence Welk Resort from April 1995 to January 1996, handling credit card payment processing for timeshare payments. Wendy holds a Business Certificate from John Forrest Senior High School in Australia and has completed the Series 6 and 63 certifications through AD Banker & Co.