As the Founder, President, and CEO of W3, I am deeply committed to helping clients align their financial decisions with their personal goals. I believe that strong relationships are the foundation of effective planning, and I take a hands-on approach to guiding individuals and families through every stage of their financial journey. My focus is on delivering customized, comprehensive strategies that empower our clients to pursue long-term success with confidence.
I hold a Bachelor of Science in Business Administration from Bowling Green State University, where I concentrated in accounting, finance, and international business. I’m proud to be both a Certified Public Accountant (CPA) and a Certified Financial Planner™ (CFP®), credentials that reflect my dedication to providing thoughtful, client-centric financial guidance.
Beyond my role at W3, I stay actively engaged in the community through my involvement with the Heritage Group and the Northwest Summit County Rotary. These organizations allow me to contribute to local growth and connect with like-minded professionals across the region.
Outside the office, I enjoy spending time with my two daughters, Isabella and Sophia. I’m an avid golfer and swimmer, and I also enjoy exploring new recipes and refining my culinary skills in the kitchen.
