Jenna Loader

Operations Manager

Jenna Loader

Education & Professional Designations

  • Youngstown State University – BSBA in Finance, CFP Track
  • Series 7
  • Securities Industry Essentials

About Jenna

I perform various duties to support the financial advisors in the Akron, Ashburn, and Westlake offices while assisting clients in achieving their financial goals. My primary responsibilities include Financial Analysis, Financial Planning, Investment Research, and Client Relationship Management. Improving our clients’ lives by helping them navigate their financial journey and achieve their goals is what I love most about my job. We have amazing clients and advisors, and I love working with them!

Hobbies and Personal Interests

I enjoy spending time with family and friends, taking my dog, Lily, for walks, and I love spending time outdoors, connecting with nature, and participating in activities like hiking, biking, and snowboarding.
Meet Lily, my mischievous and playful canine companion! With her floppy ears and wagging tail, Lily is always ready for an adventure. Her energetic personality and boundless enthusiasm bring joy to everyone she meets. Her clever tricks and funny antics will keep you entertained for hours. Whether walking at the park or snuggling up for a cozy nap, Lily’s love for life is contagious.

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

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