Mary Beth Brown
With over 28 years of experience in the financial industry my goal continues to be fostering strong, trustworthy relationships with our clients. I enjoy getting to know our clients and learn about their lives so we can best assist them with their financial goals. It has been especially satisfying to watch parents set up college […]
Megan Trobenter
My main goal is to help ensure that our client service needs are met I have a strong passion for Client Service and Support and do everything in my power to deliver excellent and consistent service to everyone I have the pleasure of interacting with.
Sharon Salvary
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.
Aidan Baron
I specialize in analyzing client accounts and creating review presentations for upcoming meetings. In my role I assist our financial advisors in simplifying financial information and enable our clients to grasp the status of their portfolios with clarity and envision future directions. Having initially interned with W3, I am thrilled to continue contributing to our […]
Amy Anderson
As an HR professional specializing in recruitment and people operations, I’ve devoted my career to nurturing employee confidence, uncovering strengths, and fostering growth for elevated success. Guided by the motto “life is a garden, dig it,” I approach each day embracing growth and potential for our team. My experience spans various aspects of HR, including […]
Danny Kurko
As the Account Review Specialist at W3, I am responsible responsible for ensuring the smooth operation of client reporting for our fast-paced financial planning office. I begun my journey at W3 as a summer Intern in 2024 and was quickly prompted to a fulltime role.
Blake Grisvard
As a wealth intern at w3, I work directly with other advisors and paraplanners in order to make sure proper notes are taken during meetings and that all members of the team are on the same page when it comes to client information. I also help update forms and make sure everything on the back […]
Steve Peer
As a client service administrator, I work with clients to process requests on their behalf. Requests can range from distribution requests to contact information change. Confirmations and verifications are then given to the client once these requests have been completed. My favorite part about working at W3 is the atmosphere that it brings, every day […]
Michael Vasiloff
The main responsibilities of my role at W3 as Partner & Chief Operations Officer is to make sure we have an operations team that can collaborate and work together to create a great client experience. My favorite part of the job is our culture at W3. From the initial interview, our hiring process centers around […]
Bill Schiffman
Since Bill grew up in an entrepreneurial family, it was inevitable that he would start his own business, Schiffman Grow & Co. (now W3 Global Accounting). He can’t say with certainty that, as a child, he would have predicted that he would be in the financial services industry; however, he’s quite happy that it turned […]