Troy Crook

Financial Advisor

Education & Professional Designations

EDUCATION

Oral Roberts University (Tulsa, OK)

Bachelors of Science

LICENSING

Series 7, Series 66 Registrations

Health & Life Insurance

About Troy

While I’ve worked across several industries throughout my career, my focus has consistently centered on customer service, operational excellence, and building strong relationships. Prior to joining W3 Financial Group, I spent many years in leadership roles as a hotel general manager and later as a bank manager, experiences that shaped my people-first approach to service and operations.

I joined W3 Financial Group bringing decades of experience in business operations and team leadership. Each day, I focus on supporting efficient, thoughtful operations while fostering a positive internal culture and strong client relationships. Integrity, honesty, and accountability guide how I approach my work and collaborate with both colleagues and the individuals and businesses we serve.

Based in the Greater Cincinnati area, I work closely with clients throughout Cincinnati, Northern Kentucky, and surrounding communities, supporting their financial planning and business needs. Originally from Kansas, I have called Kentucky home since 1991 and have built long-standing personal and professional ties across the Cincinnati–Northern Kentucky region.

I moved here after meeting my wife, Michelle, and together we have a daughter, Hope, and twin sons, Clark and Colin. Outside of work, I enjoy spending time with my family, playing golf, and staying active in my church.

Meet More of Our Team

Chris Alekna-Lewis 

Administrative Assistant

ort Mitchell Kentucky Certified Financial Planner

Bill Arthur, AIF®, CRPS®

Financial Advisor

Nick Benson

Client Service Associate

Frank Bevilacqua

Frank Bevilacqua II, CPA, CFP®

President & CEO

Mary Beth Brown

Client Concierge

Steve Catalano 

Managing Partner

Yangchen Chaktra

Administrative Assistant

Kelly Galambos

Kelly Galambos

Marketing Coordinator

Diane Goldschmidt

Client Relationship

Blake Grisvard

Junior Financial Paraplanner

Garrett Heller

Junior Financial Paraplanner

Financial Planner Fort Mitchell Kentucky

Austin Hussey

Financial Advisor

Mickey Knight

Office Administrator

Danny Kurko

Account Review Specialist

Andrew Lamb, CFP® 

Financial Advisor & Partner

Jenna Loader

Operations Manager

Kathy McGrath, CFP®

Principal

Fort Mitchell Kentucky Certified Financial Planner

Mark Miller, CFP®, CDFA®

Financial Advisor

Suzanne Pierson

Senior Client Service Associate

Aubrea Ryan

Senior Client Service Associate

Bill Schiffman, CPA, PFS

Principal

Stephanie Seese

Senior Client Service Coordinator

Financial Advisor Ashburn Virginia

Ed Skelly, CLU, ChFC, RICP

Principal

Laura Steffey Moss, CFP®

Financial Advisor

Amy Vaccaro 

Senior Registered Client Service Administrator