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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

Caitlin Ady
- Office Administrator -
Chris Alekna-Lewis

- Administrative Assistant -

John Bates
- Client Service Administrator -
Frank Bevilacqua II, CPA, CFP®
- President & CEO -
Stephen M. Catalano
-Managing Partner-
Coleman Chamarro
- Paraplanner -
Amanda Farmer
- Senior Client Service Administrator -
Mason Glinn
- Account Review Coordinator -
Ryan Glinn, CFP®, MBA, , CLTC®
- Financial Advisor -
Kathy Huston
- Office Administrator -
Mickey Knight
- Office Administrator -
Andrew Lamb
–Financial Advisor –
Jonathan Lapine, CPA, CFP®
- Principal -
Shawn Lease
- Client Service Administrator -
Jenna Loader
- Paraplanner -
Joseph Manning, JD
- Financial Advisor -
Kathy McGrath CFP® ADPA®
- Principal -
Roger Moore
- Paraplanner -
Shelby Morgan
- Principal -
Paulette C. Pasquale,CFP®
- Principal -
Steve Peer
- Client Service Administrator -
Suzanne Pierson
- Office Administrator -
Megan Roberts
- Director of Operations -
Jessie Roos
- Marketing-
Bill Schiffman, CPA, PFS
- Principal -
Stephanie Seese
- Client Service Administrator -
Ben Severence
Financial Officer
Laura Steffey, CFP®
- Financial Advisor -
Amy Vaccaro
- Executive Assistant -
Michael Vasiloff
- Chief Operating Officer -
Julie Wiesensee
- Finance Intern -

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