Your Team

Wendy L. Eldridge, MBA

Professional Experience

As the partner of the firm’s retirement plan services practice, Wendy is responsible for the management and execution of the practice’s strategic goals, including business development, relationship management and client service initiatives. Known for her passionate and hands-on approach, Wendy’s many years of retirement plan expertise allow her to deliver customized guidance and advice to plan sponsors and participants alike. Wendy is a nationally recognized retirement plan advisor, enabling her to leverage her industry knowledge across all facets of an organization’s retirement plan.

Areas of Expertise

  • Retirement plan design
  • Vendor management and benchmarking
  • Participant education

Education and Professional Accreditations

  • Bowling Green State University
  • Kent State University (MBA)


  • Crain’s Cleveland Business – Who to Watch in Finance
  • National Association of Plan Advisors (NAPA) – Top 50 Women Advisors

Professional Associations

  • National Association of Plan Advisors

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