Steve Catalano 

Managing Partner

Stephen Catalano

“The ultimate measure of a man is not where he stands in moments of comfort and convenience, but where he stands at times of challenges and controversy.”

Education & Professional Designations

  • Miami University class of 1995 – (Major) B.S.B.A. in Finance (Minor) International Business.
  • Evans Scholars Recipient – Miami University
  • Thirty for the future – 2011 Award Recipient
  • Licenses – Series 7, 65, and 63 and SIE

Memberships & Community Involvement

  • Western Golf Association of Evans Scholars Foundation, Director
  • Fairlawn Area Chamber of Commerce – Past
  • Grace Church – Financial Peace Education Coordinator & Volunteer-Past
  • Copley Fairlawn Schools Foundation Catalano Memorial Scholarship
  • Habitat for Humanity – Volunteer

About Steve

My number 1 priority as a managing partner and financial advisor at W3 is working with my clients to help them achieve their goals and objectives. I am very involved with the leadership team to help them elevate the client experience that W3 prides itself on. My favorite part of my job is developing long-term relationships with my clients that go above and beyond the numbers. My team at W3’s expertise and professionalism are unmatched!

Hobbies and Personal Interests

When I’m not in the office I enjoy spending time with my family and volunteering at our church. When I have alone time, you can find me on the golf course.

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

Sara Coffman

Sara Coffman

Office Administrator

Kelly Galambos

Marketing Coordinator

Garrett Heller

Garrett Heller

Account Review Specialist

Ali Kobeissi

Ali Kobeissi

Financial Paraplanner

Andrew Lamb

Andrew Lamb

Financial Advisor

Jenna Loader

Jenna Loader

Senior Financial Paraplanner

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