Shelby Morgan

Principal

Shelby Morgan

“Never, never, never give up!”

Education & Professional Designations

  • University of Akron – B.S.B.A. Finance
  • Holds Series 7, Series 66, and Life and Health Insurance Licenses

Memberships & Community Involvement

  • Honorary Board Member of Goodwill Industries of Akron, Ohio
  • Honorary Board Member of the Boy Scouts of America/Great Trail Council
  • Member of Fairlawn Lutheran Church

About Shelby

I love what I do. I enjoy learning about a person’s circumstances and utilizing nearly 40 years of experience in the business to give them advice that will improve their lives. All too often, people get so overwhelmed by the details involved in creating a financial plan that they fail to plan altogether. When we started W3, our goal was to take that overwhelming feeling away from clients by building an infrastructure that makes planning with W3 easy and seamless for clients. I take pride in the culture we have built at W3 and look forward to many more years of growth.

Hobbies and Personal Interests

I live in Copley with my wife, Mary. We have two children, Andrew, and Lauren. I enjoy cooking, writing, and traveling with my wife.

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