Wendy Connick

Title: Enrolled Agent, Writer and Owner, Connick Financial Solutions
Education: University of California, Santa Cruz
Location: Crescent City, California
Expertise: Financial services
  • Worked for 15-plus years in sales for different sectors including retail, service, and financial. 
  • In 2007, began selling her services as a content writer.
  • In 2017, started a second company offering financial services as an enrolled agent for tax preparation.

Experience

Wendy Connick is a former writer for The Balance covering sales. Her writing expertise extends to business and finance articles on taxes, investing, and retirement. 

Her first sales position was selling vacuum cleaners door-to-door. She continued through a variety of sales jobs ranging from retail sales for a storage company to selling bank products for a Fortune 500 financial institution.

As a small business owner, Wendy now focuses on selling for her own companies, Tailored Content, a website content provider, and Connick Financial Solutions, a financial consultancy and tax preparation service.

Wendy is an Enrolled Agent (EA), the only federally licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS. She is a member of the National Association of Enrolled Agents and a certified volunteer for VITA (Volunteer Income Tax Assistance), an IRS-sponsored program to provide free tax help for low-income individuals and families.

Education

​Wendy graduated with a bachelor's degree in political science from University of California, Santa Cruz.

About The Balance

The Balance, a Dotdash Meredith brand, makes money easy to understand. We give people tools they need to not only make smart financial decisions but also prepare for the experiences they will have along the way. Our team of expert writers and editors have extensive qualifications in the topics they cover, and many of them have MBAs, PhDs, CFPs, and other advanced degrees and professional certifications. We require our writers to use primary sources in their articles, which are also approved by our Financial Review Board and fact-checked. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.

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