I don't do great things. I do small things with great love.
I am very involved at my church where I serve on our Liturgical Planning Committee as well as a Mass Coordinator and Eucharistic Minister, all of which I have been involved in for many, many years.
As the first point of contact at W3’s Akron office, I welcome clients with the same warmth and hospitality I would offer in my own home. Whether greeting you in person or answering your call, I ensure that every interaction is professional and personable. My role is to facilitate a seamless experience by promptly directing client inquiries to the appropriate team member, helping to keep our service efficient and client-focused.
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.
