Meet the Team

At W3 Financial Group, 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 their finances. Our team works hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining regular communication.

Our team of CPAs, business valuation analysts, staff accountants, financial advisors, and financial paraplanners love what they do, and they love working at W3 Financial Group. Once you meet them, we think you’ll love working with us, too.

Chris Alekna Lewis

Chris Alekna-Lewis 

Administrative Assistant

Amy Allen

Amy Allen

Client Service Associate

Tammy Arnold

Tammy Arnold

Administrative Assistant

Nick Benson

Nick Benson

Client Service Associate

Frank Bevilacqua

Frank P. Bevilacqua, CPA, MBA

Principal

Frank Bevilacqua II

Frank Bevilacqua II, CPA, CFP®

President & CEO

Sue Casey

Sue Casey

Administrative Assistant

Stephen M. Catalano

Steve Catalano 

Managing Partner

Xiaojing Chen

Xiaojing Chen

Accounting Intern

Jacqueline Chon

Jacqueline Chon

Full Charge Bookkeeper

Nathan DeRoos

Nathan DeRoos

CPA | Accounting Manager

Roosevelt Eduoard

Roosevelt Edouard

Staff Accountant

Kelly Galambos

Kelly Galambos

Marketing Coordinator

Christine Gohring

Christine Gohring

Administrative Assistant

Ben Gommel

Ben Gommel 

Chief Technology Officer

Katherine Grote

Katherine Grote 

Accounting Intern

Garret heller

Garrett Heller

Account Review Specialist

Get Started with W3 Financial Group

Ready to put us to work to help achieve your financial goals? It starts with a deep understanding of your situation and aspirations for the future. Contact us today to get started with a free consultation!