Blake Grisvard

Finance Associate

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 Finance Associate at W3, I work closely with our financial advisors and paraplanners to ensure client meetings are accurately documented and that all team members stay aligned on key client information. By capturing detailed meeting notes and maintaining up-to-date records, I help support clear communication and continuity within the planning process.

In addition to assisting with documentation, I help update client forms and ensure back-end processes run efficiently. My role plays a key part in keeping operations organized and enabling our team to deliver a seamless, client-centered experience.

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 

Administrative Assistant

Nick Benson

Client Service Associate

Frank Bevilacqua

Frank Bevilacqua II, CPA, CFP®

President & CEO

Mary Beth Brown

Senior Client Service Associate

Steve Catalano 

Managing Partner

Yangchen Chaktra

Administrative Assistant

Kelly Galambos

Kelly Galambos

Marketing Coordinator

Garrett Heller

Junior Financial Paraplanner

Mickey Knight

Office Administrator

Danny Kurko

Account Review Specialist

Andrew Lamb, CFP® 

Financial Advisor & Partner

Jenna Loader

Operations Manager

Kathy McGrath, CFP®

Principal

Brennen Murray

Finance Associate

Suzanne Pierson

Senior Client Service Associate

Benjamin Randall

Finance Associate

Bill Schiffman, CPA, PFS

Principal

Stephanie Seese

Senior Client Service Coordinator

Financial Advisor Ashburn

Ed Skelly, CLU, ChFC, RICP

Principal

Laura Steffey Moss, CFP®

Financial Advisor

Megan Trobenter

Client Concierge

Amy Vaccaro 

Senior Registered Client Service Administrator

Michael Vasiloff

Partner & Chief Operations Officer

Steven VonSchriltz

Financial Advisor

Parker Wilson

Finance Associate

Zoie Zambiasi

Client Service Associate