Garrett Heller

Garret heller

As an account review specialist, I analyze client accounts and prepare investment review presentations for W3 clients. This involves ensuring that all client accounts are reported accurately and are up to date. 

Mickey Knight

Mickey Knight

One of the many things I do is to schedule all the meetings for our advisors in the Akron and Westlake office. I communicate with the clients by email or phone. Seeing each client as they come in for a meeting, helps me get to know them and how we can serve them best. For […]

Danny Kurko

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.

Andrew Lamb, CFP® 

Andrew Lamb

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, I am committed to ensuring that all our locations operate seamlessly and efficiently. My primary responsibilities include synchronizing operations across all our offices, spearheading the onboarding process for new locations, and guaranteeing an exceptional client service experience. I take pride in being the go-to resource for our operations team and advisors, always […]

Kathy McGrath, CFP®

Kathy McGrath

With 30 years of experience, I offer clients comprehensive wealth advisory services. I am passionate about educating and advocating for women, particularly when they are experiencing significant life transitions. In this role I learned the importance of listening and how emotions impact financial decisions. My ability to easily translate complex topics into plain English allows […]

Shelby Morgan

Shelby Morgan

I love what I do. I enjoy learning about a person’s circumstances and utilizing nearly 40 years of experience in the business to give them advice that will improve their lives. All too often, people get so overwhelmed by the details involved in creating a financial plan that they fail to plan altogether. When we […]

Suzanne Pierson

Suzanne Pierson

My role as a Senior Client Service Associate is to assist clients in opening new investment accounts, apply for life insurance and long-term care insurance, help clients make changes to their accounts (i.e. beneficiary changes, name/address changes, account ownership changes, etc.), I help clients access their funds, set up withdrawals or contributions, assist clients in […]

Benjamin Randall

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 […]

Bill Schiffman

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 […]