I manage the firm’s best client practices and processes. My most important role is to create the five star client service that W3 prides itself on. I strive to monitor every client experience to ensure everyone has received high quality service. If I discover better processes and procedures that can create a better client experience, I will implement that new process or procedure with our W3 team. When all clients have received outstanding financial “concierge” service, then I feel my efforts have made an impact on our client relationships. In addition to the above mentioned, I manage many of the daily operational functions for W3. As we continue to grow as a firm, I am actively involved in managing relationships between our different locations. I also oversee the financial activities for those locations.Third party posts do not reflect the views of Valmark Securities or W3 and have not been approved prior to posting. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC.. W3 Financial Group, LLC, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. Third-party posts do not reflect the views of ValMark Securities or W3 and have not been approved prior to posting.