Wendy Burt Client Care Coordinator

Wendy joined the CAPSTONE team as our Client Care Coordinator in May of 2023.  She has worked jointly with Donna Monda in the financial planning and investment management field for over 25 years. Wendy’s experience in client management, behind the scenes document handling and serving clients with the utmost respect and care, suits our CAPSTONE team well.

Wendy has lived in the Thurston County area for over 50 years, attended Tumwater High School, raised a family in the area and continues to live in the Littlerock area.  In her spare time, she enjoys life on a small hobby farm, spending time with her family and helping senior citizens in our community.