Andrew Lamb, CFP® 

Financial Advisor

Andrew Lamb

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 two young children and a third on the way. Andrew is an active member of Grace Church, where he contributes to community outreach and support efforts.

Hobbies and Personal Interests

I find immense joy in the company of my wife, two lovely daughters, and our cherished dog. Exploring the outdoors together is our shared passion, creating lasting memories and fostering a strong family bond.

Meet More of Our Team

Isaac Saunders

Staff Accountant

Gerard Ganguenon

Accounting Associate

Benjamin Randall

Benjamin Randall

Finance Associate

Mary Beth Brown

Client Service Associate

Megan Trobenter

Client Concierge

Danny Kurko

Danny Kurko

Account Review Specialist

Blake Grisvard

Blake Grisvard

Finance Associate

Steve Peer

Steve Peer

Client Service Administrator

Michael Vasiloff

Michael Vasiloff

Partner & Chief Operations Officer

Bill Schiffman

Bill Schiffman

CPA, PFS | Principal

Stephen M. Catalano

Steve Catalano 

Managing Partner

Kathy McGrath

Kathy McGrath, CFP®

Principal

Steven VonSchriltz

Steven VonSchriltz

Financial Advisor

Stephanie Seese

Stephanie Seese

Senior Client Service Coordinator

Nick Benson

Nick Benson

Client Service Associate

Mickey Knight

Mickey Knight

Office Administrator

Laura Steffey Moss

Laura Steffey Moss, CFP®

Financial Advisor

Chris Alekna Lewis

Chris Alekna-Lewis 

Administrative Assistant

Garret heller

Garrett Heller

Junior Financial Paraplanner

Suzanne Pierson

Suzanne Pierson

Senior Client Service Associate

Frank Bevilacqua II

Frank Bevilacqua II, CPA, CFP®

President & CEO

Jenna Loader

Operations Manager

Amy Vaccaro

Amy Vaccaro 

Senior Registered Client Service Administrator

Kelly Galambos Marketing Coordinator W3

Kelly Galambos

Marketing Coordinator