5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111 | 303-740-8001 | firstname.lastname@example.org
Wendell graduated from Harding University with a degree in Economics (Magna cum laude.) He began his career in estate and business planning while in law school in 1987, working as an estate and financial planner for one of the largest insurance companies in the country. He earned his Juris Doctor of Law (Order of St. Ives) and his Masters of Legal Letters in Taxation from the University of Denver where he also received the American Jurisprudence Award in Estate and Gift taxation. Wendell serves as a Senior Design Advisor for AUCTORIS, where he applies his understanding of complex tax planning strategies along with product knowledge to case design.
Born and raised in Illinois, Wendell is a strong believer in hard work and approaches challenges with a persistent mid-western attitude. Prior to joining AUCTORIS, Wendell worked with one of the nation’s leading investment advisors where he specialized in investment, retirement and estate planning. Prior to that, he was with a Big 6 international certified public accounting firm in Los Angeles where he provided estate and tax planning for high net worth clients.
Wendell’s professional affiliations include memberships in the American Bar Association, Denver and Colorado Bar Associations, and the Rocky Mountain Estate Planning Council. He is also active in his local church, serving as Deacon of Youth and leading several programs for young children. Wendell and his wife, Debra, enjoy traveling, antique hunting, cycling, skiing and spending time with their three children.
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