Mickey Knight

Office Manager

Mickey Knight

Education & Professional Designations

  • Clarion University of Pennsylvania – BA
  • Studied abroad in Salzburg, Austria

Memberships & Community Involvement

Registered notary

About Mickey

One of the many things I do is to schedule all the meetings for our advisors in the Akron and Westlake office. I communicate with the clients by email or phone. Seeing each client as they come in for a meeting, helps me get to know them and how we can serve them best.

For several years, I have had the opportunity to obtain the licenses for the many states our advisors represent and also the companies we use.

I assist the advisors by keeping track of their continuing education credits, so they remain compliant.
Keeping the database current is a job that needs attention constantly. I’m the “go to gal” for a list and keeping our newsletter groups in order.

Hobbies and Personal Interests

One of my favorite things to do is play the piano. I do have a couple of piano students at the moment. I like to find little mom and pop restaurants and try out their breakfast or lunch menus. I’m involved in my church as an adult teacher for the ladies, and we also do a community outreach once a month. I love to shop, walk, sing and spend time planting and tending to my vegetables and flowers. I’m determined to get through some of the many books I have this year. I like to bake when there is time. My son-in-law is serving our country in the Air Force, and I don’t see my grandkids, daughter and son-in-law as often as I’d like. They have had many adventures in different locations. Fun fact: Four out of five in my family were left-handed.

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