I love what I do. I enjoy learning about a person’s circumstances and utilizing nearly 40 years of experience in the business to give them advice that will improve their lives. All too often, people get so overwhelmed by the details involved in creating a financial plan that they fail to plan altogether. When we started W3, our goal was to take that overwhelming feeling away from clients by building an infrastructure that makes planning with W3 easy and seamless for clients. I take pride in the culture we have built at W3 and look forward to many more years of growth.
