Michael Bui

Principal

Education & Professional Designations

Michael is a Registered Representative of Valmark Securities Inc., a member of Financial Industry Regulatory Authority (“FINRA”), an Investment Advisor Representative of Valmark Advisers Inc., and holds a Series 7 & 66 registration as well as Life, Health, and Variable insurance licenses. Michael believes that learning and education is one does over their lifetime and has obtained the Chartered Financial Consultant® (ChFC®) designation through The American College of Financial Services.

About Michael

Michael has close to two decades of experience in the Financial Services industry spanning Banking, Operations, Insurance, Investments and Comprehensive Financial Planning. As a Principal of W3 Financial Group Michael works as part of a team providing advice, guidance, education, and financial planning services to residents of the Northern Virginia area.

Hobbies and Personal Interests

In his free time, Michael loves to travel with his wife and two kids, spend time with friends & family, cooking, and playing and tinkering with things to see how they work.

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

Laura Steffey Moss, CFP®

Financial Advisor

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