W&H is excited to welcome a new team member! Our Investment Advisory Services Intern, Matthew Lefelhoc, has decided to stay on with us after he graduates from The Ohio State University – Fisher College of Business in May. Originally hired as a 2020 summer intern, Matthew continued to work with us part-time as he finished his final year at OSU. He will become Investment Advisor after he passes the FINRA Series 65 exam. We have been very impressed with how Matthew has handled the challenges we have given him over the last year and we’re delighted to welcome him aboard (again!).
The W&H family is growing too — On New Year’s Day, Accounting Associate Felicia Amos received a surprise proposal from her longtime partner, Shane Fortney! They have known each other their whole lives, began dating in 2007, and are planning to get married this April. (After tax season, of course!) Felicia and Shane will celebrate their marriage with a trip to Gatlinburg, Tennessee.
And another proposal happened in February! George Roth proposed to CPA Jessica Syme, by first asking her to dance like he had when they first met at a friend’s wedding. Naturally, this time she said yes! Jessica and George are excited to be planning an August wedding and their future together.