Mary Beth Brown

Client Service Associate

Education & Professional Designations

  • Attended Malone College from September 1988 – May 1990 with my concentration in Elementary Education.
  • Attended University of Akron September 1990 and graduated May 1993 with a BS in Business and Organizational Communications.

Memberships & Community Involvement

  • Bible Study Fellowship as a Children’s Substitute Leader from Jan 2021 – May 2021,
  • Children’s Leader Sept 2021 – May 2024,
  • Assistant Children’s Supervisor beginning Sept 2024- As a substitute teacher I filled in where necessary for class coverage with teaching in Lower Elementary, Upper
    Elementary and MS/HS classes. I taught Upper Elementary students for 3 years and this year I am taking on the role of Assistant Children’s Supervisor where I will be in charge of gathering
    volunteers from our women’s groups to assist in the three classrooms, help the Children’s Supervisor in training our Children’s Leaders.

About Mary Beth

With over 28 years of experience in the financial industry my goal continues to be fostering strong, trustworthy relationships with our clients. I enjoy getting to know our clients and learn about their lives so we can best assist them with their financial goals. It has been especially satisfying to watch parents set up college savings accounts for their children, then watch as those children move through their education and onto college and into careers and eventually have families of their own.

Hobbies and Personal Interests

I love spending time with family and friends. I enjoy vacationing at the beach and getting up early to walk the beach and look for sea shells while watching the sunrise over the ocean. I also enjoy watching football and cheering on THE Ohio State Buckeyes and Dallas Cowboys. My favorite remains watching my nephew for Friday night football and my niece as she fulfills her passion with playing basketball.

Meet More of Our Team

Benjamin Randall

Benjamin Randall

Finance 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

Jenna Loader

Operations Manager

Andrew Lamb

Andrew Lamb, CFP® 

Financial Advisor

Amy Vaccaro

Amy Vaccaro 

Senior Registered Client Service Administrator

Kelly Galambos

Kelly Galambos

Marketing Coordinator