In my role at W3, I specialize in analyzing client accounts and preparing detailed review presentations to support upcoming meetings. I work closely with our financial advisors to simplify complex financial information, helping clients clearly understand the current status of their portfolios and visualize future opportunities.
I originally joined W3 as an intern and am thrilled to now be part of the team full-time, contributing to our mission of improving the financial well-being of every client we serve.
