Frank Bevilacqua II, CPA, CFP®

President & CEO

Frank Bevilacqua

The quickest way to double your money is to fold it over and put it back in your pocket.

Education & Professional Designations

  • Bowling Green State University – B.S.B.A. in Accounting, Finance, and International Business
  • Certified Public Accountant
  • Certified Financial Planner™

Memberships & Community Involvement

  • Member, Heritage Group
  • Member, Northwest Summit County RotaryMember, Northwest Summit County Rotary

About Frank

Frank Bevilacqua II is the Founder, President, and CEO of W3, where he brings a passion for helping clients achieve their personal and financial aspirations. With a hands-on approach, Frank thrives on building meaningful relationships, guiding individuals through financial planning, and delivering strategies tailored to their unique goals.


Frank’s expertise is rooted in a robust academic and professional foundation. He earned a Bachelor of Science in Business Administration with a focus on accounting, finance, and international business from Bowling Green State University. His designations as a Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®) further demonstrate his dedication to providing comprehensive, client-focused financial solutions.


In addition to his work, Frank is a member of both the Heritage Group and the Northwest Summit County Rotary, actively engaging with the Akron community and contributing to local development. Outside the office, he enjoys spending quality time with his family, including his two daughters, Isabella and Sophia. Frank is also an avid golfer, swimmer, and enjoys honing his culinary skills in the kitchen.

Hobbies and Personal Interests

I enjoy spending time with my family. I have two daughters, Isabella and Sophia. I also like to golf, swim, and cook.

Meet More of Our Team

Chris Alekna-Lewis 

Administrative Assistant

Nick Benson

Client Service Associate

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

Andrew Lamb, CFP® 

Financial Advisor & Partner

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