Danny Kurko

Account Review Specialist

Danny Kurko

Education & Professional Designations

Bachelors Degree in Finance – Kent State University

Memberships & Community Involvement

H20 Church Kent State, Life Group Leader & Production Team

About Danny

As the Account Review Specialist at W3, I am responsible responsible for ensuring the smooth operation of client reporting for our fast-paced financial planning office.

I begun my journey at W3 as a summer Intern in 2024 and was quickly prompted to a fulltime role.

Hobbies and Personal Interests

I am a big sports fan, I love to be active and outdoors and I love to set fitness goals to see growth.
Describe yourself in three words: Faithful – I really take my faith seriously, and I believe that leads to more fruitful relationships with others around me Fun – I love to talk / participate in sports and fun activities Hardworking – I take my work seriously and strive to be better than I was yesterday

Meet More of Our Team

Chris Alekna Lewis

Chris Alekna-Lewis 

Administrative Assistant

Nick Benson

Nick Benson

Client Service Associate

Frank Bevilacqua II

Frank Bevilacqua II, CPA, CFP®

President & CEO

Mary Beth Brown

Client Service Associate

Stephen M. Catalano

Steve Catalano 

Managing Partner

Kelly Galambos Marketing Coordinator W3

Kelly Galambos

Marketing Coordinator

Blake Grisvard

Blake Grisvard

Finance Associate

Garret heller

Garrett Heller

Junior Financial Paraplanner

Mickey Knight

Mickey Knight

Office Administrator

Andrew Lamb

Andrew Lamb, CFP® 

Financial Advisor & Partner

Jenna Loader

Operations Manager

Kathy McGrath

Kathy McGrath, CFP®

Principal

Suzanne Pierson

Suzanne Pierson

Senior Client Service Associate

Benjamin Randall

Benjamin Randall

Finance Associate

Bill Schiffman

Bill Schiffman

CPA, PFS | Principal

Stephanie Seese

Stephanie Seese

Senior Client Service Coordinator

Laura Steffey Moss

Laura Steffey Moss, CFP®

Financial Advisor

Megan Trobenter

Client Concierge

Amy Vaccaro

Amy Vaccaro 

Senior Registered Client Service Administrator

Michael Vasiloff

Michael Vasiloff

Partner & Chief Operations Officer

Steven VonSchriltz

Steven VonSchriltz

Financial Advisor