Nathan Dacey

Wealth Intern

Nathan Dacey

Education & Professional Designations

James Madison University  pursuing a degree in Finance.

Memberships & Community Involvement

  • Member of the golf club at James Madison University.

About Nathan

As a finance intern at W3, I will be assisting with any tasks where I am needed as well as collaborating with the other interns on assignments.

I am looking forward to learning from the knowledgeable staff around me as well as solving problems on my own and with a team.

My work history consists of working at a golf club for 3 years. I worked on the cart staff and learned about customer service and time management. I was able to become one of the more tenured employees and trained a handful of new employees.

Hobbies and Personal Interests

In my spare time I enjoy playing golf and watching football.
What fictional world or place would you like to visit? Answer: Hogwarts School of Witchcraft & Wizardry

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 M. Catalano

Steve Catalano 

Managing Partner

Xiaojing Chen

Xiaojing Chen

Accounting Intern

Kelly Galambos

Kelly Galambos

Marketing Coordinator

Garret heller

Garrett Heller

Account Review Specialist

Aparna Kerwin

Aparna Kerwin

Client Service Associate

Ali Kobeisi

Ali Kobeissi

Financial Paraplanner

Andrew Lamb

Andrew Lamb

Financial Advisor

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 Skelly

Ed Skelly, CLU, ChFC, RICP

Principal

Laura Steffey Moss

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