I currently live in Oakton, Virginia. Oakton is thirty minutes from Washington, DC. My entire family was born in Cleveland, Ohio, and we all still consider Ohio to be our home state.
I have been an administrative professional for approximately twenty-five years.
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.
