Kathy McGrath

Principal

Kathy McGrath

Education & Professional Designations

  • Baldwin Wallace University Batchelor of Science in Business Administration
  • Series 7, 31, 63, 65
  • Certified Financial Planner Professional CFP®
  • Accredited Domestic Partner Advisor ADPA®

Memberships & Community Involvement

Giving back to the community has always been a priority. I’ve served on a variety of civic organizations and nonprofit boards looking to make an impact anywhere I can.

About Kathy

With 30 years of experience, I offer clients comprehensive wealth advisory services. I am passionate about educating and advocating for women, particularly when they are experiencing significant life transitions. In this role I learned the importance of listening and how emotions impact financial decisions. My ability to easily translate complex topics into plain English allows me to communicate my knowledge, values, and our corporate culture to clients. I enjoy learning about what my clients hope to accomplish, financial and otherwise, and doing whatever I can to help them succeed.

Hobbies and Personal Interests

Travel is my passion and I’ve been fortunate to travel extensively. I have a love-hate relationship with the game of golf.

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

Jenna Loader

Jenna Loader

Operations Manager

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