Frank Bevilacqua II, CPA, CFP®

President & CEO

Frank Bevilacqua II

The quickest way to double your money is to fold it over and put it back in your pocket.

Education & Professional Designations

  • Bowling Green State University – B.S.B.A. in Accounting, Finance, and International Business
  • Certified Public Accountant
  • Certified Financial Planner™

Memberships & Community Involvement

  • Member, Heritage Group
  • Member, Northwest Summit County RotaryMember, Northwest Summit County Rotary

About Frank

As a financial advisor at W3 Financial Group I really enjoy meeting with people regarding their financial plans and helping them achieve their goals. 

Hobbies and Personal Interests

I enjoy spending time with my family. I have two daughters, Isabella and Sophia. I also like to golf, swim, and cook.

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

Stephen Catalano

Steve Catalano 

Managing Partner

Sara Coffman

Sara Coffman

Office Administrator

Kelly Galambos

Marketing Coordinator

Garrett Heller

Garrett Heller

Account Review Specialist

Ali Kobeissi

Ali Kobeissi

Financial Paraplanner

Andrew Lamb

Andrew Lamb

Financial Advisor

Jenna Loader

Jenna Loader

Senior Financial Paraplanner

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