Andrew Lamb

Financial Advisor

Andrew Lamb

Education & Professional Designations

  • The University of Akron – Organizational Leadership BS
  • The University of Colorado – Financial Planning Certificate

Memberships & Community Involvement

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

About Andrew

As a financial advisor, I work closely with my clients to understand their unique financial goals and aspirations. By conducting thorough assessments of their current financial situations, I develop personalized and strategic plans to help them achieve their objectives. Through ongoing guidance, investment management, and regular reviews, I ensure that my clients stay on track towards financial success.

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

Chris Alekna Lewis

Chris Alekna-Lewis 

Administrative Assistant

Amy Allen

Amy Allen

Client Service Associate

Nick Benson

Nick Benson

Client Service Associate

Frank Bevilacqua II

Frank Bevilacqua II, CPA, CFP®

President & CEO

Stephen Catalano

Steve Catalano 

Managing Partner

Kelly Galambos

Marketing Coordinator

Garrett Heller

Garrett Heller

Account Review Specialist

Aparna Kerwin

Aparna Kerwin

Client Service Associate

Ali Kobeissi

Ali Kobeissi

Financial Paraplanner

Jenna Loader

Jenna Loader

Operations Manager

Steve Peer

Steve Peer

Client Service Administrator

Suzanne Pierson

Suzanne Pierson

Senior Client Service Associate

Bill Schiffman

Bill Schiffman

CPA, PFS | Principal

Stephanie Seese

Stephanie Seese

Senior Client Service Administrator

Ed Skully

Ed Skelly, CLU, ChFC, RICP

Principal

Laura Steffey

Laura Steffey Moss, CFP®

Financial Advisor

Amy Vaccaro

Amy Vaccaro 

Senior Registered Client Service Administrator

Michael Vasiloff

Michael Vasiloff

Partner & Chief Operations Officer

Steven VonSchriltz

Steven VonSchriltz

Financial Advisor