As an intern, I assist with office administration duties as well as shadow planners and assist in case design, proposal preparation, and data entry. I also provide operational support such as contacting fund companies, updating data, and opening new accounts. I am enjoying this opportunity because I love helping others reach their financial goals. My colleagues at W3 are very supportive and help me grow as a professional every day.
ACCREDITATIONS & EDUCATION
- Youngstown State University - B.S. Financial Planning & Services
- YSU 2022 SAAC (Student-Athlete Advisory Committee) representative
HOBBIES & PERSONAL LIFE
- I am a student athlete on the Youngstown State University Golf Team
- I am an older brother to Cameron and Ryder and enjoy spending time with them and my yellow lab, Ruby.
“Everything negative – pressure, challenges – is all an opportunity for me to rise” -Kobe Bryant