Isaac Saunders
As a staff accountant, my role primarily involves overseeing the preparation of financial records, preparing tax filings, and collaborating on tax and strategic planning. I understand the complexities of tax law, and I take pride in ensuring that each client’s need are met with precision, clarity, and the highest level of care.
Gerard Ganguenon
As a sophomore majoring in Accounting at Ohio Dominican University and a member of the U.S. Army National Guard, I am passionate about developing my skills in financial operations and analysis. With a minor in Computer Science, I bring a unique blend of technical expertise and analytical capabilities to problem-solving and decision-making. My experience in […]
Benjamin Randall
As a Finance Associate, I work with other advisors and paraplanners to make sure proper notes are jotted correctly and to make sure that the team is on the same page when verifying client information. My past experience working helped build my relationships with members and clients. I will create presentations that will be used […]
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, support, and do everything in my power to deliver excellent and consistent service to everyone I have the pleasure of interacting with.
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 […]
