Chris Alekna-Lewis
As the first point of contact at W3’s Akron office, I welcome clients with the same warmth and hospitality I would offer in my own home. Whether greeting you in person or answering your call, I ensure that every interaction is professional and personable. My role is to facilitate a seamless experience by promptly directing […]
Amy Anderson
As an HR professional specializing in recruitment and people operations, I’ve built my career around cultivating employee confidence, identifying individual strengths, and fostering environments where people can thrive. Inspired by the motto “Life is a garden, dig it,” I approach each day with a growth mindset—focused on developing potential at every level of our team. […]
Aidan Baron
In my role at W3, I specialize in analyzing client accounts and preparing detailed review presentations to support upcoming meetings. I work closely with our financial advisors to simplify complex financial information, helping clients clearly understand the current status of their portfolios and visualize future opportunities. I originally joined W3 as an intern and am […]
Nick Benson
As part of the W3 Wealth Management Service Team, I support a high volume of clients across our various W3 offices. I work closely with our Advisors and clients to process a wide range of requests, including withdrawals, deposits, rollovers, new account openings, and more. I enjoy building strong, personal relationships with our clients and […]
Frank Bevilacqua II, CPA, CFP®
As the Founder, President, and CEO of W3, I am deeply committed to helping clients align their financial decisions with their personal goals. I believe that strong relationships are the foundation of effective planning, and I take a hands-on approach to guiding individuals and families through every stage of their financial journey. My focus is […]
Mary Beth Brown
With over 28 years of experience in the financial services industry, my passion remains centered on building strong, lasting relationships with our clients. I take the time to truly get to know each individual and family we serve, so we can provide personalized support that aligns with their financial goals and life journey. One of […]
Michael Bui
With nearly two decades of experience in the financial services industry, I have dedicated my career to helping individuals, families, and business owners achieve their financial goals. My expertise spans banking, operations, insurance, investments, and comprehensive financial planning. As a Principal at W3 Financial Group, I work alongside a team committed to providing personalized financial […]
Steve Catalano
As a Managing Partner and Financial Advisor at W3, my top priority is helping clients achieve their financial goals through personalized guidance and strategic planning. I take pride in building meaningful relationships and delivering solutions that support long-term success. In addition to serving clients, I work closely with W3’s leadership team to continuously enhance the […]
Yangchen Chaktra
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 […]
Kelly Galambos
As the Marketing Coordinator at W3 Financial Group, I manage the firm’s brand presence across all offices and divisions. My role encompasses a wide range of responsibilities, including social media management, website content, copywriting, advertising coordination, graphic design, and video production. I also lead the development and distribution of internal and external client newsletters and […]
