As a Junior Financial Paraplanner in W3’s Akron wealth management office, I assist in analyzing client accounts and preparing investment review presentations to support our advisory team. My responsibilities include ensuring that all client data is accurate, up to date, and clearly presented—helping to provide meaningful insights during financial review meetings.
I take pride in supporting the planning process with a high level of detail and organization, contributing to the consistent, client-focused service that defines the W3 experience.
