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 top priority is ensuring a smooth, welcoming, and seamless onboarding experience for every new client. I am passionate about building meaningful relationships and strive to make each interaction unique, memorable, and personalized.
From first introductions to ongoing support, I aim to create a positive first impression and set the tone for the high level of service clients can expect throughout their journey with W3.
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.
