Steve Peer

Client Service Administrator

Steve Peer

About Steve

As a client service administrator, I work with clients to process requests on their behalf. Requests can range from distribution requests to contact information change. Confirmations and verifications are then given to the client once these requests have been completed. My favorite part about working at W3 is the atmosphere that it brings, every day is a different experience, the staff and clients bring a great culture to the business and propel me to further my knowledge and gain new insights. 

Hobbies and Personal Interests

When not in the office, I am constantly interacting and creating new memories with my kids and my wife. We enjoy sporting events, concerts, and any new adventure we find ourselves on. I also have coined the name the handy man in the household from building a shed in the back yard to doing a bathroom remodel.

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Chris Alekna Lewis

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Amy Allen

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Nick Benson

Nick Benson

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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

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Jenna Loader

Jenna Loader

Operations Manager

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