As a Staff Accountant, I assist clients with their financial reporting and payroll needs. I have worked in bookkeeping for over 20 years and have always enjoyed helping individuals and businesses understand their financial position.
I have served on my homeowner’s association board as the treasurer and have been a volunteer at my church as a religion teacher.
As a Staff Accountant, I assist clients with their financial reporting and payroll needs. I have worked in bookkeeping for over 20 years and have always enjoyed helping individuals and businesses understand their financial position.
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.
