Wendy joined BMSS in 2023 and serves as a senior manager in our tax department. With almost 30 years of experience in public accounting, 11 of which she served as a partner for another Alabama-based firm, her primary focus is on State and Local Tax (SALT) and tax planning strategies for multi-state businesses. Loyal and kind, Wendy is known for providing her clients with an excellent client experience.

Growing up in Alabama, Texas and Mississippi, Wendy now calls Birmingham home where she resides with her husband, David. Together, they have three adult children, Will, Isabell and Walker. Her favorite thing about Birmingham is that it has a small-town feel with big-city opportunities.

Education

• Mississippi State University
  • Bachelor of Professional Accountancy

Memberships

• AICPA
• ASCPA
• Mississippi State University Adkerson School of Accountancy Advisory Council Member

Designations

• Certified Public Accountant (CPA)