Bill Schiffman

CPA, PFS | Principal

Bill Schiffman

“Time only matters to those who serve it.”

About Bill

Since Bill grew up in an entrepreneurial family, it was inevitable that he would start his own business, Schiffman Grow & Co. (now W3 Global Accounting). He can’t say with certainty that, as a child, he would have predicted that he would be in the financial services industry; however, he’s quite happy that it turned out that way.

Bill often says (tongue in cheek) that “he has more licenses than sense”. In addition to being a Certified Public Accountant, he holds FINRA Series 7 and 66 qualifications and has life, health, and annuity insurance licenses that allow him to perform services in a number of states throughout the country. Aside from allowing him the joy of countless hours of continuing education, this combination of achieved standards allows Bill to provide a complete array of experienced consulting acumen to his clients.

Bill’s business philosophy is based upon his passion for achieving proper results for a client’s needs. He believes that a close relationship with a client is critical. “We’re a family business that deals with family businesses and family matters.”

Bill is married to Lynne Aronson, and they have multiple four-legged children. In what little free time he has (he is also the host of “In The Know” on WOSU-TV), Bill enjoys travel, cooking, reading, charitable work, and almost all sports. His greatest passion outside of family and business is thoroughbred horse racing, and he is involved in several racing/breeding ownership ventures.

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 M. Catalano

Steve Catalano 

Managing Partner

Xiaojing Chen

Xiaojing Chen

Accounting Intern

Kelly Galambos

Kelly Galambos

Marketing Coordinator

Garret heller

Garrett Heller

Junior Financial Paraplanner

Aparna Kerwin

Aparna Kerwin

Client Service Associate

Ali Kobeisi

Ali Kobeissi

Financial Paraplanner

Danny Kurko

Danny Kurko

Account Review Specialist

Andrew Lamb

Andrew Lamb

Financial Advisor

Jenna Loader

Operations Manager

Kathy McGrath

Kathy McGrath, CFP®

Principal

Steve Peer

Steve Peer

Client Service Administrator

Suzanne Pierson

Suzanne Pierson

Senior Client Service Associate

Stephanie Seese

Stephanie Seese

Senior Client Service Administrator

Laura Steffey Moss

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