I am the paperwork guru in the Warren office.  I guide clients through the process of setting up new investment accounts and applying for life insurance. I also process all requests on existing client accounts. My number one priority is to ensure that each client feels confident and comfortable with their W3 experience.

I have been with W3 throughout my professional career and thoroughly enjoy working with our team and our wonderful clients. I find my job challenging and rewarding and look forward to many more years serving our clients.