Wendy Merritt

Lead Case Manager

Wendy has been in the life insurance industry and part of the TBA team for 22 years.

Wendy embraces the constant change of case management and developing strong relationships with her advisors. Helping them succeed is one of the many parts of her job that brings her joy. Wendy loves knowing that she plays a small part in helping people and their families.

She is grateful she works with a TBA team, as well as carrier teams that are comprised of the best people in the industry.

Wendy has two sons: Carter and Chase. In addition to spending time with her children, she also fills her time out of the office with quality time with her extended family, friends, and her church.