At W3, I am the Office Administrator at our Ashburn, VA location, and the first person you’ll see when visiting our office.   I enjoy scheduling clients for their financial planning meetings that our advisors carefully customize.  It’s a pleasure to meet and welcome clients at onsite meetings.  I also provide administrative support to our advisors by initiating workflows in the CRM system and taking care of day-to-day office needs.

I joined W3 in November 2023 and am thrilled to be a part of this dynamic team.