Wendy A. Laidlaw, CFP®, IACCP®
Vice President – COO, CFO & Portfolio Manager

Wendy A. Laidlaw, CFP®, IACCP® Wendy A. Laidlaw, CFP®, IACCP® Wendy A. Laidlaw, CFP®, IACCP®

Wendy is involved in many aspects of the firm, from portfolio management to heading up our Finance Department, from compliance assistance to human resource leadership. Wendy is our 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 Adviser Certified Compliance Professional Risk Management Specialist. 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.

Work Experience

R. M. Davis, joined in 1995

Cumberland County Training Resource Center
Director of Administration

City Manager’s Office, Raleigh, North Carolina
Budget Specialist

The Pentagon, Washington, D.C.
Operating Accountant for the Secretary of Defense

Served on Capitol Hill as a member of the staffs of Senators Wendell Ford and Carl Levin

Education

Meredith College, M.B.A.

George Mason University, B.S. in Accounting

Memberships

Certified Financial Planner Board of Standards, Inc.

Maine Estate Planning Council

Community Involvement

The BTS Center, Finance Committee and (past) Chair of the Board of Trustees

Portland Chamber Music Festival, Budget & Finance Committee, Board of Directors

Wesley Monumental United Methodist Church, Member of Endowment Committee

Bangor Theological Seminary, Board of Trustees (past)

Community Counseling Center of Maine, Board of Directors (past)