Wendy Ruffing
Wendy joined Atlas in 2024 as a Client Relations Concierge where she acts as a liaison between firm members, clients, and custodians. She holds a master’s in social work, Child & Family Therapy from The Ohio State University. With 10+ years of service experience, she began her career in client services in the healthcare (Medicare) industry, moving to the mortgage industry, and finally to the wealth management arena. Once her two sons graduated from college, and longing for warmer weather and ocean breezes, Wendy made the move to Southwest Florida. Originally from the East Coast, Wendy grew up all over the country (and Canada), moving almost every year. She is a voracious reader and enjoys spending time with her large family on Cape Cod, Massachusetts (which she considers home).