Laura Steffey Moss, CFP®

Financial Advisor

Education & Professional Designations

  • The American College of Financial Services
  • The Ohio State University – B.A. History

About Laura

Laura Steffey Moss is a dedicated financial advisor known for her commitment to client education and personalized guidance. Her approach is centered on helping clients define and achieve their financial goals, guiding them carefully through every phase of their financial plans. Laura’s favorite part of her work is empowering clients to feel secure and confident in their financial decisions, knowing that they are making informed choices for their own futures and for those who matter most to them. She values the lasting relationships she builds with clients, finding inspiration in supporting them as they work toward financial security.


Laura graduated from The Ohio State University with a B.A. in History, and she has further refined her expertise through advanced coursework at The American College of Financial Services. Outside of work, she enjoys cooking, spending time with her husband Eric, reading, traveling, and actively participating in her church community. Her well-rounded interests and dedication to service are reflected in her approachable and client-focused advisory style, which prioritizes long-term client satisfaction and trust.

Meet More of Our Team

Chris Alekna-Lewis 

Administrative Assistant

Nick Benson

Client Service Associate

Frank Bevilacqua II, CPA, CFP®

President & CEO

Mary Beth Brown

Senior Client Service Associate

Steve Catalano 

Managing Partner

Kelly Galambos

Marketing Coordinator

Blake Grisvard

Finance Associate

Garrett Heller

Junior Financial Paraplanner

Mickey Knight

Office Administrator

Danny Kurko

Account Review Specialist

Andrew Lamb, CFP® 

Financial Advisor & Partner

Jenna Loader

Operations Manager

Kathy McGrath, CFP®

Principal

Suzanne Pierson

Senior Client Service Associate

Benjamin Randall

Finance Associate

Bill Schiffman

CPA, PFS | Principal

Stephanie Seese

Senior Client Service Coordinator

Megan Trobenter

Client Concierge

Amy Vaccaro 

Senior Registered Client Service Administrator

Michael Vasiloff

Partner & Chief Operations Officer

Steven VonSchriltz

Financial Advisor

Zoie Zambiasi

Client Service Associate