Suzanne Pierson

Senior Client Service Associate

Education & Professional Designations

Master’s Degree in Early Elementary Education from The Ohio State University.
Bachelor’s Degree in Education from The Ohio State University

Memberships & Community Involvement

Sunday School Teacher at Grace Powell Church and Organizer for the Dublin Diners Dining Group.

About Suzanne

My role as a Senior Client Service Associate is to assist clients in opening new investment accounts, apply for life insurance and long-term care insurance, help clients make changes to their accounts (i.e. beneficiary changes, name/address changes, account ownership changes, etc.), I help clients access their funds, set up withdrawals or contributions, assist clients in transferring their funds, and keep clients updated on the progress of their requests.

I started in the financial services industry in 2008 as a Registered Representative with New York Life Insurance Company. It was there that I gained my education in investing and insurance. This experience provided me with a wealth of background knowledge that helped prepare me for my current role.

Hobbies and Personal Interests

I enjoy cooking/baking, singing, reading, writing, movie-watching, crafting (mostly sewing), learning to speak French, and traveling.

I am a classically trained Opera singer. I also know a lot of useless trivia and can memorize anything if it is set to music (song lyrics, tv show theme songs, names of the states in alphabetical order, etc.)

Meet More of Our Team

Chris Alekna-Lewis

Administrative Assistant

Amy Anderson

HR Specialist

Aidan Baron

Analyst

Nick Benson

Client Service Associate

Frank Bevilacqua II, CPA, CFP®

President & CEO

Mary Beth Brown

Senior Client Service Associate

Michael Bui

Principal

Steve Catalano

Managing Partner

Kelly Galambos

Marketing Coordinator

Blake Grisvard

Finance Associate

Garrett Heller

Junior Financial Paraplanner

Mickey Knight

Office Administrator

Danny Kurko

Account Review Specialist

Andrew Lamb, CFP®

Financial Advisor & Partner

Jenna Loader

Operations Manager

Kathy McGrath, CFP®

Principal

Shelby Morgan

Principal

Benjamin Randall

Finance Associate

Bill Schiffman

CPA, PFS | Principal

Stephanie Seese

Senior Client Service Coordinator

Ed Skelly

Principal

Laura Steffey Moss, CFP®

Financial Advisor

Megan Trobenter

Client Concierge

Amy Vaccaro

Senior Registered Client Service Administrator

Michael Vasiloff

Partner & Chief Operations Officer

Steven VonSchriltz

Financial Advisor

Zoie Zambiasi

Client Service Associate

Akron- Accounting

Akron- Wealth Management

Columbus- Accounting

Columbus- Wealth Management

Ashburn- Wealth Management

Westlake- Wealth Management

Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.