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 […]
Mark Miller, CFP®, CDFA®
I believe ideas have value. As a Certified Financial Planner™, I enjoy working with individuals and families who are striving toward greater flexibility and a work-optional lifestyle. Through thoughtful planning, I help clients organize the many pieces of their financial picture so they can make informed decisions that align with what matters most to them. […]
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 […]
Aubrea Ryan
As a Senior Client Service Associate at W3 Financial Group, I serve as a trusted point of contact for clients, managing a wide range of service needs including new account openings, account updates, and money transfers. With more than 20 years of experience in the financial services industry, I bring a deep understanding of operational […]
Bill Schiffman, CPA, PFS
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 […]
Stephanie Seese
As a Senior Client Service Coordinator at W3 Wealth Management, I bring over 30 years of industry experience to ensure a seamless and reliable experience for our clients. I serve as the primary point of contact for investment service requests—from initiation to completion—working closely with clients to address their needs efficiently and with care. Known […]
Ed Skelly, CLU, ChFC, RICP
Helping individuals and business owners make the most of their hard-earned assets is at the core of my approach. Whether it’s growing investments, optimizing retirement plans, or managing inherited wealth, I guide clients in implementing financial strategies that align with their goals. As a Partner at W3 Financial Group, I take a comprehensive approach to […]
Laura Steffey Moss, CFP®
Laura Steffey Moss is a dedicated financial advisor known for her commitment to client education and personalized guidance. Her approach is centered on helping clients define and achieve their financial goals, guiding them carefully through every phase of their financial plans. Laura’s favorite part of her work is empowering clients to feel secure and confident […]