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 […]