Brian Liddle

CPA, MBA | Partner

Education & Professional Designations

The University of Akron – BS, Accounting
Youngstown State University – Master of Business Administration

About Brian

As a Partner at W3 Financial Group, I oversee our Akron accounting office, leading a team of dedicated professionals who provide expert tax services and financial solutions. As a CPA with a strong focus on tax planning, I work closely with individuals and businesses to develop long-term strategies that foster financial success and stability. Building lasting relationships is at the core of what we do, ensuring our clients receive personalized guidance that meets their unique needs.

What I love most about W3 is our strong team culture. Especially during the demanding tax season, we support one another like family, always striving for excellence. Every day brings new challenges, but our commitment to delivering top-tier service never wavers.

Hobbies and Personal Interests

Outside of work, I enjoy spending time with my wife and children. We look forward to our annual family vacations we take each year to unwind from the busy tax season. I am a lifelong Ohio sports fan and have been going to sporting events for as long as I remember. In the summer, I enjoy going fishing and golfing throughout the year.

Meet More of Our Team

Semira Ali

Accounting Associate

Tammy Arnold

Administrative Assistant

Beth Atkinson

CPA

Frank P. Bevilacqua, CPA, MBA

Principal

Sarah Bias

Billing Coordinator

Sharon Brustoski

Staff Accountant

Emily Bunker

Staff Accountant

Sue Casey

Administrative Assistant

Michael Carney

Accounting Asociate

Jacqueline Chon

Full Charge Bookkeeper

Nathan DeRoos

CPA | Accounting Manager

Parker Doerrer

Staff Accountant

Roosevelt Edouard

Staff Accountant

Aidan Elliot

Accounting Associate

Christine Gohring

Administrative Assistant

Ben Gommel

Chief Technology Officer

Gerard Ganguenon

Accounting Associate

Katherine Grote

Staff Accountant

Alexis Hang

Administrative Assistant

Julie Ivascu

Administrative Assistant

Jasem Jwayyed

Staff Accountant

Bryan M. Kelleher

Tax Manager

David M. Koly

CPA | Principal

Jim Koney, QPA

Manager of Retirement Plan Services

Tyler Labas

CPA, MBA, Client Relationship Manager

Cindy Latham

Beloved Colleague

Marc Megenhardt

Staff Accountant

Benjamin Merle

Accounting Associate

Pamela Moore

Staff Accountant

Iryna Nedoshytko

Senior Accountant

Akron- Accounting

Akron- Wealth Management

Columbus- Accounting

Columbus- Wealth Management

Ashburn- Wealth Management

Westlake- Wealth Management

Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.