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.
ACCREDITATIONS & EDUCATION
- BA Communication Arts, James Madison University
HOBBIES & PERSONAL LIFE
- In my free time, I enjoy visiting with friends and family, gardening and flower-arranging to celebrate the seasons, cooking using the Instant Pot, and biking and swimming.
- I have two children, Lexi and Matthew, who are now busy in their careers. Lexi is a Radiology Technologist in hospital and trauma center settings. Matthew is a Systems Analyst for gas terminal transport matters.
“Begin with the end in mind.” – Stephen Covey