My Role as a Senior Client Service Coordinator here at W3 Wealth Management is to take my 30 years of industry experience as a specialist to consistently meet the clients’ expectations by making their experience as smooth as possible with all of their investment needs. I am the clients point of contact from start to finish on their investment service items.
I am organized and focused to accomplish all Service Tasks in a timely and efficient manner. I am always willing and able to assist our Service Team and be a resource.
