Nick Benson

Client Service Associate

Education & Professional Designations

Bachelor of Arts, Mass Media – Communication, from The University of Akron, May 2010

About Nick

As part of the W3 Wealth Management Service Team, I support a high volume of clients across our various W3 offices. I work closely with our Advisors and clients to process a wide range of requests, including withdrawals, deposits, rollovers, new account openings, and more.

I enjoy building strong, personal relationships with our clients and strive to create a positive, professional, and trustworthy experience with every interaction. I also take pride in researching and problem-solving to ensure our clients’ and Advisors’ questions are answered thoroughly and efficiently.

Hobbies and Personal Interests

I enjoy watching and attending Cleveland sports events with my wife. Go Browns! I am an avid vintage video game collector. My favorite game is Tecmo Super Bowl for the Original Nintendo Entertainment System, (NES). I enjoy spending time with my nieces and nephews and visiting with family on the weekends. My wife and I love cats and we currently have three. We adopted them from local shelters.

Meet More of Our Team

Chris Alekna-Lewis

Administrative Assistant

Amy Anderson

HR Specialist

Aidan Baron

Analyst

Frank Bevilacqua II, CPA, CFP®

President & CEO

Mary Beth Brown

Senior Client Service Associate

Michael Bui

Principal

Steve Catalano

Managing Partner

Yangchen Chaktra

Administrative Assistant

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

Shelby Morgan

Principal

Brennen Murray

Finance Associate

Suzanne Pierson

Senior Client Service Associate

Benjamin Randall

Finance Associate

Bill Schiffman, CPA, PFS

Principal

Stephanie Seese

Senior Client Service Coordinator

Ed Skelly, CLU, ChFC, RICP

Principal

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

Parker Wilson

Finance Associate

Zoie Zambiasi

Client Service Associate

Akron- Accounting

Akron- Wealth Management

Columbus- Accounting

Columbus- Wealth Management

Ashburn- Wealth Management

Westlake- Wealth Management

Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.