Jenna Loader

Operations Manager

Education & Professional Designations

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

Memberships & Community Involvement

About Jenna

as Operations Manager, I am committed to ensuring that all our locations operate seamlessly and efficiently. My primary responsibilities include synchronizing operations across all our offices, spearheading the onboarding process for new locations, and guaranteeing an exceptional client service experience. I take pride in being the go-to resource for our operations team and advisors, always ready to assist with problem-solving and streamline processes.

With a strong foundation in financial planning and a passion for operational excellence, I strive to create an environment where both our clients and team members feel supported and valued. My goal is to ensure that W3 Financial Group continues to thrive and deliver outstanding service to our clients.

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

Benjamin Randall

Benjamin Randall

Finance Associate

Mary Beth Brown

Client Service Associate

Megan Trobenter

Client Concierge

Danny Kurko

Danny Kurko

Account Review Specialist

Blake Grisvard

Blake Grisvard

Finance Associate

Steve Peer

Steve Peer

Client Service Administrator

Michael Vasiloff

Michael Vasiloff

Partner & Chief Operations Officer

Bill Schiffman

Bill Schiffman

CPA, PFS | Principal

Stephen M. Catalano

Steve Catalano 

Managing Partner

Kathy McGrath

Kathy McGrath, CFP®

Principal

Steven VonSchriltz

Steven VonSchriltz

Financial Advisor

Stephanie Seese

Stephanie Seese

Senior Client Service Coordinator

Nick Benson

Nick Benson

Client Service Associate

Laura Steffey Moss

Laura Steffey Moss, CFP®

Financial Advisor

Chris Alekna Lewis

Chris Alekna-Lewis 

Administrative Assistant

Garret heller

Garrett Heller

Junior Financial Paraplanner

Suzanne Pierson

Suzanne Pierson

Senior Client Service Associate

Frank Bevilacqua II

Frank Bevilacqua II, CPA, CFP®

President & CEO

Andrew Lamb

Andrew Lamb, CFP® 

Financial Advisor

Amy Vaccaro

Amy Vaccaro 

Senior Registered Client Service Administrator

Kelly Galambos

Kelly Galambos

Marketing Coordinator