Blake Grisvard
As a Junior Paraplanner at W3, I work closely with our financial advisors and paraplanners to ensure client meetings are accurately documented and that all team members stay aligned on key client information. By capturing detailed meeting notes and maintaining up-to-date records, I help support clear communication and continuity within the planning process. In addition […]
Garrett Heller
As a Junior Financial Paraplanner in W3’s Akron wealth management office, I assist in analyzing client accounts and preparing investment review presentations to support our advisory team. My responsibilities include ensuring that all client data is accurate, up to date, and clearly presented—helping to provide meaningful insights during financial review meetings. I take pride in […]
Mickey Knight
At W3 Financial Group, I support our wealth management teams in the Akron and Westlake offices by coordinating advisor-client meetings and managing client communications. Whether by phone or email, I help ensure every interaction is timely, organized, and personal. Greeting clients as they arrive for their meetings allows me to build meaningful connections and better […]
Danny Kurko
As the Account Review Specialist at W3, I am responsible for overseeing the accuracy and efficiency of client reporting within our fast-paced financial planning office. I work closely with our team to ensure all account information is up to date, clearly presented, and aligned with the high standards our clients expect. I began my journey […]
Andrew Lamb, CFP®
Andrew Lamb born and raised in Akron, OH, is a dedicated financial advisor with over 14 years of experience in the industry. He earned his undergraduate degree from the University of Akron before furthering his education with a Financial Planning degree from the University of Colorado. Andrew began his career at Wells Fargo Advisors, where […]
Jenna Loader
As Operations Manager at W3 Financial Group, I am dedicated to ensuring that all our office locations function seamlessly and efficiently. I oversee the coordination of operations across our firm, lead the onboarding of new office locations, and work to uphold a consistently high standard of client service. I take pride in being a trusted […]
Kathy McGrath, CFP®
With over 30 years of experience, I provide clients with comprehensive wealth advisory services tailored to their unique goals and life circumstances. I’m especially passionate about supporting and empowering women—particularly during major life transitions—by helping them navigate financial decisions with clarity and confidence. Throughout my career, I’ve learned the importance of active listening and understanding […]
Shelby Morgan
Shelby Morgan is passionate about helping others achieve their financial goals. With nearly 40 years of experience in the financial industry, he takes pride in understanding his clients’ unique circumstances and providing tailored advice to improve their lives. Recognizing that many individuals feel overwhelmed by the complexities of financial planning, Shelby co-founded W3 Wealth Management […]
Suzanne Pierson
As a Senior Client Service Associate on W3’s Columbus wealth management team, I assist clients with a wide range of account-related services to ensure their financial needs are met with care and precision. My responsibilities include opening new investment accounts, assisting with life insurance and long-term care insurance applications, processing beneficiary and ownership changes, updating […]
Benjamin Randall
As a Finance Associate at W3, I work closely with advisors and paraplanners to ensure client information is accurately documented and communicated across the team. I help maintain consistency by taking detailed notes during meetings and verifying key client data, so everyone stays aligned throughout the planning process. In addition to my support role, I […]
