I am the Office Coordinator for the Tax & Accounting Dept. I oversee the accountant’s workflows and keep track of our processes and projects to ensure they get done promptly and efficiently.
Former board member for Dynamics Community Theatre of Tallmadge and Stow Players. Volunteer weekly with various ministries at Celebration Church Akron.
I am the Office Coordinator for the Tax & Accounting Dept. I oversee the accountant’s workflows and keep track of our processes and projects to ensure they get done promptly and efficiently.
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.
