Aubrea Ryan
As a Senior Client Service Associate at W3 Financial Group, I serve as a trusted point of contact for clients, managing a wide range of service needs including new account openings, account updates, and money transfers. With more than 20 years of experience in the financial services industry, I bring a deep understanding of operational […]
Bill Schiffman, CPA, PFS
Since Bill grew up in an entrepreneurial family, it was inevitable that he would start his own business, Schiffman Grow & Co. (now W3 Global Accounting). He can’t say with certainty that, as a child, he would have predicted that he would be in the financial services industry; however, he’s quite happy that it turned […]
Stephanie Seese
As a Senior Client Service Coordinator at W3 Wealth Management, I bring over 30 years of industry experience to ensure a seamless and reliable experience for our clients. I serve as the primary point of contact for investment service requests—from initiation to completion—working closely with clients to address their needs efficiently and with care. Known […]
Ed Skelly, CLU, ChFC, RICP
Helping individuals and business owners make the most of their hard-earned assets is at the core of my approach. Whether it’s growing investments, optimizing retirement plans, or managing inherited wealth, I guide clients in implementing financial strategies that align with their goals. As a Partner at W3 Financial Group, I take a comprehensive approach to […]
Laura Steffey Moss, CFP®
Laura Steffey Moss is a dedicated financial advisor known for her commitment to client education and personalized guidance. Her approach is centered on helping clients define and achieve their financial goals, guiding them carefully through every phase of their financial plans. Laura’s favorite part of her work is empowering clients to feel secure and confident […]
Amy Vaccaro
As a Senior Registered Client Service Administrator at W3 Wealth Management, I work alongside Stephen M. Catalano, Managing Partner, to support clients through every step of their investment service journey. With over 20 years of industry experience, I bring a deep understanding of financial services and a commitment to delivering a seamless and efficient experience […]
Michael Vasiloff
The main responsibilities of my role at W3 as Partner & Chief Operations Officer is to make sure we have an operations team that can collaborate and work together to create a great client experience. My favorite part of the job is our culture at W3. From the initial interview, our hiring process centers around […]
Steven VonSchriltz
With over 18 years of experience in the financial services and investment management industry, I specialize in helping clients achieve financial independence. As a financial advisor in Columbus, my focus is on developing comprehensive financial independence plans and designing diverse, individualized investment portfolios that align with each client’s long-term goals. I take pride in educating […]
Zoie Zambiasi
As a Client Service Associate at W3, I assist clients with a variety of needs related to their investment accounts—providing accurate information, timely support, and a positive, personalized experience. I approach each interaction with empathy and a genuine commitment to understanding each client’s unique situation. Building trust and client loyalty through consistent, thoughtful service is […]
