Meet the Team

At W3 Financial Group, we realize that uncertainty is one of the biggest stressors we face in life. Although there is much uncertainty in the world that is unavoidable, we believe that by educating and communicating with our clients, we can reduce the uncertainty they have about their finances. Our team works hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining regular communication.

Our team of CPAs, business valuation analysts, staff accountants, financial advisors, and financial paraplanners love what they do, and they love working at W3 Financial Group. Once you meet them, we think you’ll love working with us, too.

Alexis Hang

Administrative Assistant

Garrett Heller

Junior Financial Paraplanner

Makenna Heller

Accounting Associate

Julie Ivascu

Administrative Assistant

Bryan M. Kelleher, CPA

Tax Manager

Mickey Knight

Office Administrator

Jim Koney, QPA 

Manager of Retirement Plan Services

Danny Kurko

Account Review Specialist

Tyler Labas, CPA, MBA

Client Relationship Manager

Andrew Lamb, CFP® 

Financial Advisor & Partner

Cindy Latham

Cindy Latham

Beloved Colleague

Jenna Loader

Operations Manager

Marc Megenhardt 

Senior Accountant

Benjamin Merle

Accounting Associate

Kathy McGrath, CFP®

Principal

Brennen Murray

Finance Associate

Iryna Nedoshytko

Senior Accountant

Suzanne Pierson

Senior Client Service Associate

Benjamin Randall

Finance Associate

Isaac Saunders

Staff Accountant

Bill Schiffman, CPA, PFS

Principal

Stephanie Seese

Senior Client Service Coordinator

Get Started with W3 Financial Group

Ready to put us to work to help achieve your financial goals? It starts with a deep understanding of your situation and aspirations for the future. Contact us today to get started with a free consultation!