About Us

Wendy Mitchell

Chief Financial Officer

As CFO, Wendy is responsible for managing all aspects of the RIA’s financial processes as well as providing board governance support and HR and operational oversight. Her focus is on providing accurate financial reporting and insightful planning support to the CEO and the Board. With a background in both finance and resource management, Wendy has worked with non-profit organizations for well over 20 years. Wendy is passionate about working with organizations to improve their triple bottom line.