Wendy Mitchell

Wendy Mitchell

Executive Assistant and Operations Manager | Kinston Location

WMitchell@crossbridgefinancial.com

Wendy has lived in North Carolina for most of her life and has worked in the financial industry for more than 15 years.

Wendy joined Crossbridge Financial Group in 2019 as an executive assistant and operations manager supporting private wealth advisor Michael E. Spears. In her current role, she handles all the day-to-day office operations, from office paperwork to client requests and everything in between.

She received her bachelor’s degree in business administration: management and organizational development from Mount Olive College in 2011 and her MA in executive leadership from Liberty University in 2015.

Personal

Wendy is married to Brad and they have two beautiful daughters, Maia and Kelli. She also has two dogs (Vizslas), Emma and Leo. She loves volunteering at her church and has gone on many mission trips giving back to the communities she loves.

Executive Assistant and Operations Manager

wmitchell@crossbridgefinancial.com

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Our Team

Michael E. Spears, CRPC®, APMA®

Locations that Serve You: Cary, Emerald Isle, Kinston, Wilmington, North Carolina.

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Office Location: Kinston Office

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