Stephanie Seese

Senior Client Service Administrator

Stephanie Seese

Education & Professional Designations

  • Business Management Degree from LLCC/ISU
  • Alternative Investment Specialist/Compliance Rules & Regulations
  • ALT Investments rules and regulations governing Alternative investments inclusive of IRC Code 4975 Specialist
  • Sales Key / ERC Management / RITA (Retirement Industry Trust Assoc) workshops
  • BSA/ AML Professional Certification

Memberships & Community Involvement

  • Heartland Community Church Member
  • Support My DMD Hero – Duchenne Muscular Dystrophy
  • World Vision Child Sponsor

About Stephanie

My Role as a Senior Client Service Administrator here at W3 Wealth Management is to take my 30 years of industry experience as a specialist to consistently meet the clients’ expectations by making their experience as smooth as possible with all of their investment needs. I am the clients point of contact from start to finish on their investment service items.

I am organized and focused to accomplish all Service Tasks in a timely and efficient manner. I am always willing and able to assist our Service Team and be a resource.

Hobbies and Personal Interests

My husband Troy and I reside in Montville Township, Medina, OH and are very involved in our church, Heartland Community Church in Medina. We enjoy trips throughout the US on our Harleys. We enjoy weekends at our permanent camp site in Medina County. We participate in the DMD Hero walk for Duchenne Muscular Dystrophy and support families who are striving to keep their children in a world without limits.

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

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