Wanda is a senior family enterprise leader and trusted advisor who partners with multi-generational families, family businesses, and family offices to align values, leadership, and stewardship across generations.
With more than 30 years of experience, Wanda brings a unique integration of family systems insight, values-based leadership, and family office expertise. Her work strengthens trust, communication, and shared purpose, supporting both the relational and structural dimensions of long-term stewardship, including governance, succession, and next-generation development.
Wanda currently serves as Chief Family Office Advisor for Luck Companies, following her tenure as Chief Family Officer. In this role, she provides continuity through a planned leadership transition and mentors her successor. She also advises the family on ownership and leadership succession, estate and income tax planning, investment strategy, philanthropy, and family governance.
Earlier in her career, Wanda spent more than two decades in public accounting as a partner with local and regional CPA firms. She holds a Bachelor of Science in accounting from Truman State University, a Masters of Science in taxation from Arizona State University, postgraduate training in Bowen Family Systems Theory, and an Executive Leadership Coaching Certificate from Georgetown University.
Wanda serves on the board of the InnerWill Leadership Institute and participates on several family enterprise and leadership advisory boards.
Wanda and her husband, Ted, are proud of their close family, which includes three children and five grandchildren. They cherish time spent together and love traveling to new places. One of their favorite traditions is taking cooking classes in every country they visit, an experience that allows them to immerse themselves in the local culture and connect more deeply with the people they meet.