Yangchen Chaktra

Administrative Assistant

Education & Professional Designations

  • Virginia State Licensed Notary Public

About Yangchen

As an Administrative Assistant at W3’s Ashburn office, I wear many hats to ensure that our business operations run seamlessly and every client receives a high-quality, personalized experience. Whether I’m supporting our advisors and executives behind the scenes or serving as the welcoming face at the front desk, my goal is to ensure that every interaction is handled with care, professionalism, and efficiency.

I take pride in maintaining a well-organized and responsive office environment. With a strong interest in technology and workflow optimization, I stay current with the latest tools and processes to help keep our team running at its best. At the same time, I strive to provide the level of hospitality needed to be an effective and approachable liaison between clients, advisors, and leadership.

Outside the office, I enjoy gardening, crocheting, playing basketball, cooking, and spending quality time with my nieces and nephew.

Hobbies and Personal Interests

Ziggy was rescued 7 years ago from a poor living situation and has been with us ever since. He’s a special-needs pup, living with vestibular syndrome, a condition that affects his nervous system. This results in his eyes moving constantly and most notably, in his signature spinning. Whenever he is in motion, he is usually spinning quite quickly. However, this condition has not taken away his lust for life and happy disposition. He loves a good nap and veggie scraps are his absolute favorite. We love Ziggy and many folks in the neighborhood know him by name.

Meet More of Our Team

Chris Alekna-Lewis 

Administrative Assistant

Nick Benson

Client Service Associate

Frank Bevilacqua

Frank Bevilacqua II, CPA, CFP®

President & CEO

Mary Beth Brown

Senior Client Service Associate

Steve Catalano 

Managing Partner

Kelly Galambos

Kelly Galambos

Marketing Coordinator

Blake Grisvard

Junior Paraplanner

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

Brennen Murray

Finance Associate

Suzanne Pierson

Senior Client Service Associate

Benjamin Randall

Finance Associate

Bill Schiffman, CPA, PFS

Principal

Stephanie Seese

Senior Client Service Coordinator

Financial Advisor Ashburn

Ed Skelly, CLU, ChFC, RICP

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

Parker Wilson

Finance Associate

Zoie Zambiasi

Client Service Associate