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About W3 Wealth Management

We realize that uncertainty is one of the biggest stressors we face in life. Although there is much uncertainty in the world that is unavoidable, we believe that by educating and communicating with our clients, we can reduce the uncertainty they have about how and why their money is invested.

We have found that meeting on a regular basis to discuss our client’s wealth is the key to reducing money related stress. If they are on vacation somewhere and see on the news that crazy things are happening in the financial markets, they are much less stressed if they recently have had a thorough review of their investments. We work hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication at all times.

Meet the Team

Chris Alekna-Lewis

- Administrative Assistant -

Amy Allen

- Client Service Associate -

Nick Benson
- Client Service Associate -
Frank Bevilacqua II, CPA, CFP®
- President & CEO -
Michael N. Bui, ChFC®
- Principal -
Stephen M. Catalano
-Managing Partner-
Sara Coffman
- Office Administrator -
Kelly Galambos
- Marketing Coordinator -
Garrett Heller
-Account Review Specialist -
Mickey Knight
- Office Administrator -
Ali Kobeissi
–Financial Paraplanner –
Andrew Lamb
–Financial Advisor –
Jenna Loader
- Senior Financial Paraplanner -
Kathy McGrath CFP® ADPA®
- Principal -
Shelby Morgan
- Principal -
Steve Peer
- Client Service Administrator -
Suzanne Pierson
- Office Administrator -
Bill Schiffman, CPA, PFS
- Principal -
Stephanie Seese
- Senior Client Service Administrator -
Ben Severence
-Financial Officer-
Edward C. Skelly, ChFC,® CLU,® RICP®
- Principal -
Amy Vaccaro
- Senior Registered Client Service Administrator -
Laura Steffey, CFP®
- Financial Advisor -
Michael Vasiloff
- Chief Operating Officer -
Steven H. VonSchriltz, MBA
- Financial Advisor -

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