Troy Crook
While I’ve worked across several industries throughout my career, my focus has consistently centered on customer service, operational excellence, and building strong relationships. Prior to joining W3 Financial Group, I spent many years in leadership roles as a hotel general manager and later as a bank manager, experiences that shaped my people-first approach to service […]
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 […]
Diane Goldschmidt
For 37 years I have been in roles centered around advocating for and assisting people. I’ve partnered with the amazing advisors at W3 Financial Group to help people plan and achieve their financial goals. From servicing your account, to scheduling, to assisting with all 401(k) accounts, I’ll help your advisor take care of you throughout […]
Blake Grisvard
As a Junior Paraplanner at W3, I work closely with our financial advisors and paraplanners to ensure client meetings are accurately documented and that all team members stay aligned on key client information. By capturing detailed meeting notes and maintaining up-to-date records, I help support clear communication and continuity within the planning process. In addition […]
Steve Harman
As a financial planner and commercial pilot, I enjoy a good challenge and bring a thoughtful, methodical approach to my work. I’m a problem solver by nature and value taking the time to truly understand each family I work with—often beginning with meaningful conversations around the kitchen table. From there, I take a detailed, data-driven […]
Garrett Heller
As a Junior Financial Paraplanner in W3’s Akron wealth management office, I assist in analyzing client accounts and preparing investment review presentations to support our advisory team. My responsibilities include ensuring that all client data is accurate, up to date, and clearly presented—helping to provide meaningful insights during financial review meetings. I take pride in […]
Austin Hussey
Trust is central to everything I do. I believe it is earned through consistency, transparency, and integrity—values that guide both my personal relationships and my work with clients. Serving families who rely on thoughtful financial planning is a privilege I approach with care and respect. A lifelong Northern Kentucky resident, I now work with individuals […]
Mickey Knight
At W3 Financial Group, I support our wealth management teams in the Akron and Westlake offices by coordinating advisor-client meetings and managing client communications. Whether by phone or email, I help ensure every interaction is timely, organized, and personal. Greeting clients as they arrive for their meetings allows me to build meaningful connections and better […]
Danny Kurko
As the Account Review Specialist at W3, I am responsible for overseeing the accuracy and efficiency of client reporting within our fast-paced financial planning office. I work closely with our team to ensure all account information is up to date, clearly presented, and aligned with the high standards our clients expect. I began my journey […]
Andrew Lamb, CFP®
Andrew Lamb born and raised in Akron, OH, is a dedicated financial advisor with over 14 years of experience in the industry. He earned his undergraduate degree from the University of Akron before furthering his education with a Financial Planning degree from the University of Colorado. Andrew began his career at Wells Fargo Advisors, where […]