In my role as the Paraplanner for W3 Wealth Management, I assist in determining strategic direction for the planning solutions created for our clients. I work directly with our firm’s skilled advisors to develop comprehensive financial plans custom to the unique needs, goals, and circumstances of each client. My responsibilities also include case design and policy reviews, client relationship support, analyzing client data, and other client deliverables. I am passionately focused and devoted to working with our advisors to deliver the absolute best client experience possible.
ACCREDITATIONS & EDUCATION
- Youngstown State University - B.S.B.A. Finance, Certified Financial Planner Track
HOBBIES AND PERSONAL LIFE
- I enjoy staying active by working out at the gym. I also enjoy outdoor activities like hiking, biking and snowboarding.
- Spending time with my family and friends is very important to me, especially my three nieces Ciara, Chloe & Celia
- After a long day, I love coming home to my dog, Lily.
“Only those who will risk going too far can possibly find out how far one can go.” – T.S. Eliot