Wendy Lilly

Retirement Plan Services*

As a Retirement Plan Service Specialist, Wendy facilitates the reviews of plan information for clients and advisors, coordinates service provider proposals, and assists in the resolution of inquiries.

Wendy has held various prior roles in the financial services industry. She graduated from the University of Iowa.

*Part of Vision Network

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Mosaic Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, FL, IL, LA, MI, NY, NC, OH, OK, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

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