I have a Bachelors of Business Administration in Finance from Howard University in Washington, DC. I am a Notary Public in the State of Ohio.
I volunteer as the bookkeeper for my church, and I also volunteer as a copy editor for the You Version ( Online and Mobile Bible platform App).
At W3, I assist clients with the compilation of their financial reporting, payroll processing and the related tax filings. I have worked in finance for over 15 years, and truly enjoy understanding the story that can be told through an individual or company’s financial data and reports.
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.
