At W3 I am responsible for keeping our Akron office on task. I am a liaison between the service team & our advisors to ensure we are prepared and ready for all our review meetings. I also delegate workflows and tasks with the service team and paraplanners to ensure we are providing excellent W3 service.
When not in the office, you can find me spending time with my three fur babies, traveling, and spending time with friends and family. I also enjoy watching documentaries and scary movies, crafting new recipes in the kitchen, and continuing to learn and grow both individually and professionally.
ACCREDITATIONS & EDUCATION
- Walsh University - B.A. Management, cum laude
- Hondros College - Ohio Real Estate License
HOBBIES & PERSONAL LIFE
- I have three cats – Gregory, Sophie, & Bella
- I have 4 nieces & 3 nephews and thoroughly enjoy spoiling them!
“Every moment is a golden one for him who has the vision to recognize it as such.” -Henry Miller