Pursuing a Bachelor’s in Accounting at Cleveland State University
Dean’s List (2022-Present)
As an Accounting Associate with W3, my role at the firm is to support the preparation of tax projects and provide strategic insights to colleagues. I bring hands-on experience from working closely with small business owners, where I gained valuable insight into the unique challenges faced by entrepreneurs. I am committed to applying this knowledge to deliver practical, effective solutions that contribute to the success of our clients and the firm.
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.
