Wendy A. Laidlaw, CFP® is involved in many aspects of R.M. Davis, from portfolio management to heading up the Finance Department, from compliance assistance to human resource leadership. Wendy is the firm’s Chief Operating Officer and Chief Financial Officer. Her care and commitment toward her clients and their circumstances are genuine and valued. She is a Certified Financial Planner™ and an Investment Advisor Certified Compliance Professional. Wendy is a member of the Management Committee.
Born in Michigan and now residing in Portland, Maine with Mike, her husband, Wendy has two step-sons and eight grandchildren. Wendy enjoys reading, travel, keeping fit, and classical music.