Meet Wendi Lyn


As our team’s Director of Client Services, Wendi Lyn finds joy in getting to know our clients on a personal level. She builds personal relationships with clients and truly feels like our clients are not just clients – she counts them among her friends. Her eye for detail ensures all processes are done correctly and in a timely manner, but with a personal flair that helps our clients know they are in good hands.

A Summa Cum Laude graduate of Utah State University, she completed her education while raising five kids. Shortly after graduating, she joined our team and began her career within the financial services industry.

Wendi Lyn and her husband have been married for 33 years and have five kids and seven grandchildren (and say they’re just getting started!). She enjoys spending time with her family, whether it’s having Sunday dinner together, going to their cabin, taking vacations or playing games. When not doing family things, she enjoys serving in her church, traveling, curling up with a good book, trying new recipes or going to the movies. She also enjoys being outside and loves to go for walks, work in her yard, or just sit in the shade and enjoy the sunshine.