Pamela Moore
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.
Iryna Nedoshytko
As a Senior Accountant at W3, I prepare personal and business tax returns, with additional expertise in supporting nonprofit organizations. My responsibilities also include bookkeeping, payroll, and tax planning, all carried out with a focus on accuracy, efficiency, and personalized service. I believe in treating clients the way I would want to be treated—with respect, […]
Melanie Rakitovan
As a Financial Associate at W3. I aim to ease the financial planning process by assisting our advisors making it possible for our clients to achieve their goals. By conducting market research and learning about clients’ values, I can give financial advisors and paraplanners the information they need to create detailed strategies that will help […]
Sandi Reeves
As a Staff Accountant at W3 Financial Group, I support clients by preparing payroll reports, issuing payroll checks, and generating accurate profit and loss statements to help them better understand their financial position. I take pride in being a dependable resource—ready to answer questions and provide guidance whenever it’s needed. Building strong client relationships is […]
Isaac Saunders
As a Staff Accountant in the Columbus office’s tax division at W3 Financial Group, I focus on preparing accurate financial records, managing tax filings, and collaborating with our team on tax planning and strategic financial solutions. I take pride in navigating the complexities of tax law to ensure each client’s needs are met with precision, […]
Ben Severence
As a Financial Officer at W3 Financial Group, I manage bookkeeping, payroll, and financial reporting for all W3 entities, as well as for our clients. I ensure that all financial processes are completed accurately and in a timely manner, supporting both internal operations and client success. What I value most about W3 is the culture—we […]
Dominique Smith
As an Administrative Assistant in the Tax Division at W3’s Columbus office, I support our tax managers by preparing client documents, such as engagement letters, and ensuring they are mailed out in a timely manner. I also assist in scanning and organizing documents into GoFileRoom, making important client information easily accessible whenever needed. In addition […]
Donald Staley
At W3, my role centers on ensuring the seamless operation of our organization’s IT infrastructure. I provide hands-on support across a wide range of technologies, including computers, mobile devices, networks, servers, and printers. From troubleshooting hardware and software issues to configuring and maintaining network systems, I work to keep everything running smoothly and efficiently. I […]
Joe Spiezio
As an Accounting Associate at W3 Financial Group, I am tasked with helping clients prepare tax returns, perform audits, and more. I enjoy what I do because of the large variety of tasks and challenges that consistently get thrown my way. I previously had an audit internship at Marcum, LLP and a tax internship at […]
Doug Terry, CPA, ABV, MBA, JD
As a Senior Manager at W3 Financial Group, I take a comprehensive approach to tax and financial strategy, ensuring that businesses, trusts, estates, and individuals successfully navigate their financial obligations. My role spans several key areas: I’m passionate about helping clients generate and preserve wealth while maximizing after-tax income. Being involved in their financial success […]