“Success is not final; failure is not fatal: it is the courage to continue that counts.” – Winston Churchill
B.S. in Business Administration – Grand Valley State University, Finance
My role at the firm is to help clients by assisting our advisors creating and implementing financial plans, research, and financial reports. In this role, I support the financial advisors, ensuring that our clients receive the best service possible. I enjoy this role because I am given the opportunity to help various clients achieve and exceed their financial goals. Moreover, I am constantly learning new things and meeting new people which makes my role very exciting.
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.
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.
