Andrew Lamb, CFP® 

Financial Advisor & Partner

Education & Professional Designations

  • The University of Akron – Organizational Leadership BS
  • The University of Colorado – Financial Planning Certificate
  • CERTIFIED FINANCIAL PLANNER™ Professional certification

Memberships & Community Involvement

  • Akron Childrens Hospital Palliative Care Team – President
  • Victory Gallop
  • Boy Scouts of America
  • Akron Community Foundation

About Andrew

Andrew Lamb born and raised in Akron, OH, is a dedicated financial advisor with over 14 years of experience in the industry. He earned his undergraduate degree from the University of Akron before furthering his education with a Financial Planning degree from the University of Colorado. Andrew began his career at Wells Fargo Advisors, where he spent eight years developing his expertise and building strong client relationships. For the past six years, he has been with W3 Financial Group, continuing to provide tailored financial strategies to help individuals, families and local businesses achieve their financial goals.

In addition to his professional pursuits, Andrew is deeply committed to community service and philanthropy. He is an alumnus of the Akron Community Foundation’s Emerging Philanthropist program, which has enhanced his involvement in local initiatives. As chair of the Akron Children’s Hospital Palliative Care Community Leadership Team, he advocates for the well-being of vulnerable children and their families. He also serves on the Akron Community Foundation Professional Advisory Committee, helping to guide philanthropic efforts in the region.

An Eagle Scout, Andrew values leadership and service, principles that he applies both in his career and community involvement. He is a devoted family man, married with three young children. Andrew is an active member of Grace Church, where he contributes to community outreach and support efforts.

Meet More of Our Team

Chris Alekna-Lewis 

Administrative Assistant

Nick Benson

Client Service Associate

Frank Bevilacqua

Frank Bevilacqua II, CPA, CFP®

President & CEO

Mary Beth Brown

Senior Client Service Associate

Steve Catalano 

Managing Partner

Kelly Galambos

Kelly Galambos

Marketing Coordinator

Blake Grisvard

Finance Associate

Garrett Heller

Junior Financial Paraplanner

Mickey Knight

Office Administrator

Danny Kurko

Account Review Specialist

Jenna Loader

Operations Manager

Kathy McGrath, CFP®

Principal

Suzanne Pierson

Senior Client Service Associate

Benjamin Randall

Finance Associate

Bill Schiffman

CPA, PFS | Principal

Stephanie Seese

Senior Client Service Coordinator

Laura Steffey Moss, CFP®

Financial Advisor

Megan Trobenter

Client Concierge

Amy Vaccaro 

Senior Registered Client Service Administrator

Michael Vasiloff

Partner & Chief Operations Officer

Steven VonSchriltz

Financial Advisor

Zoie Zambiasi

Client Service Associate