Steven VonSchriltz

Financial Advisor

Steven VonSchriltz

Education & Professional Designations

  • MBA – Franklin University, International Business & Finance
  • B.S. in Business Administration – The Ohio State University, Computer Science
  • FINRA Series 7
  • FINRA Series 65
  • Ohio Insurance License

Memberships & Community Involvement

  • OSU Alumni Association Lifetime Member
  • US Swimming Coaches Association Lifetime Member

About Steven

I have worked for over 18 years in the financial services investment management industry. I am focused on investment and financial independence planning. I enjoy the client interaction involved in building a comprehensive financial independence plan and designing optimal, diverse, individualized client investment portfolios/models. I focus on educating the client in the investment process and being a good steward of their retirement savings.

Hobbies and Personal Interests

Proud grandfather. Avid golfer. OSU & Cleveland Browns Sports Fan. Competitive swim coach for 20+ years, 3 high school Olympic Trials qualifiers, and one USA Jr National team member, Ohio State High School Girls 2021 Championship.

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