Bachelor of Science in Human Development and Family Studies
My husband and I are grateful to be able to teach Sunday School and Middle School youth group at our church and I run our Care Ministry. I also help out with my daughter’s Girl Scout troop.
As the client concierge at W3 Financial Group, my main priority and mission is the ensure a smooth and seamless onboarding process with new clients. I have a passion for fostering new and meaningful relationships with clients and making each experience unique, memorable, and personalized.
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.
