Blake Grisvard

Finance Intern

Blake Grisvard

Education & Professional Designations

  • Ohio State University- BSBA Finance Specialization, Minor in Financial Planning (2026) – 4.0 GPA
  • FINRA SIE License

Memberships & Community Involvement

  • Buckeye Capital Investors- Analyst in Industrials Sector
  • Student Financial Planning Association- Member
  • Common Cents Investment Group – Member

About Blake

As a wealth intern at w3, I work directly with other advisors and paraplanners in order to make sure proper notes are taken during meetings and that all members of the team are on the same page when it comes to client information. I also help update forms and make sure everything on the back end runs smoothly.

Hobbies and Personal Interests

I enjoy watching football and love the Red-Hot Chili Peppers and playing guitar. I used to run track and cross country and still go for a jog from time to time.
What fictional world or place would you like to visit? Hogwarts School of Witchcraft & Wizardry

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

Andrew Lamb

Andrew Lamb

Financial Advisor

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