Bachelor of Arts, Mass Media – Communication, from The University of Akron, May 2010
As a member of the W3 Wealth Management Service Team, I help service a high volume of clients for our numerous W3 offices. I assist our Advisors and clients by processing various requests, withdrawals, deposits, rollovers, new account openings, and much more. I like getting to know our clients on a personal level and creating a trusting, positive, and professional relationship with each of them. I enjoy researching and problem-solving questions from our clients and Advisors.
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.
