MCKINLEY CARTER WEALTH SERVICES - Key Persons
A Wheeling native, Joe serves on the board of the Wheeling Area Soccer Association (WASA) and serves as assistant coach to the boys' soccer team at Wheeling Central Catholic High School. In addition to his passion for all things soccer, Joe is an avid Steelers and NFL fan. He and his wife Cecily are proud parents to a little girl named Sydney.
Adam Headley serves as a Client Coordinator in our Dayton office. In that role, he provides operational support to the Dayton Advisory Team. Adam's primary goal is to provide excellent client service by exceeding current needs and anticipating future expectations. He is also a member of our Illiquid Assets Specialized Practice Group.
Job Titles:
- Marketing and Communication Manager
Alyson oversees the firm's communications strategy, traditional and digital marketing efforts, advertising, public relations and media relations efforts.
As operations supervisor within our Central Administration department, Amy leads the Central Administration team in providing direct and indirect support to the advisory team in all aspects of account administration. With a focus on efficiency and flawless execution, she is always looking for ways to improve and exceed expectations. Amy enjoys finding ways to "work smarter." She also plays a critical role on the firm's ISC Implementation Subcommittee.
As a financial strategist in the Gaithersburg office, Brian helps individuals and organizations with their financial concerns. For individuals, this typically consists of translating available financial options into investment and planning strategies to better their (and their family's) lifestyle for the near and long-term. For organizations, he provides guidance and execution of an effective 401(k) plan for their employees.
A member of the Shared Services team, Carla assists the accounting department, and primarily handles accounts payable and receivables.
With close to 40 years of financial planning experience, Carmen Petote serves as a financial strategist in our Pittsburgh, PA office. As a seasoned wealth/investment manager, Carmen enjoys building and managing client relationships, as well as serving as an industry educator.
Carmen is the past President of the Financial Planning Association (FPA) and has held various Board positions. He also conducted educational workshops for Financial and Retirement Planning at local corporations, including Westinghouse and United States Steel. In the past, he has been retained as a retirement consultant for local corporate employees at AT&T, American Express and Bell Atlantic.
A financial strategist in the Wheeling office, Chelsea works directly with our wealth management clients and serves an integral role in onboarding and maintaining relationships. She also coordinates for McKinley Carter's Investment Services Council, assisting our leadership team in the communication, design and execution of our comprehensive investment programs.
Job Titles:
- Administrative Coordinator
Chelsea is the administrative coordinator for our Charleston office. She is responsible for processing client paperwork, preparing meeting materials, handling all office correspondence and administrative duties. Chelsea is also a member of McKinley Carter's Risk Management Specialized Practice Group.
With 30 years of financial planning experience, Chris Buck manages our Dayton, Ohio advisory and service teams. Chris is responsible for managing existing client relationships, formulating and implementing advice, as well as developing new client relationships. He is also a member of our Financial Autonomy Specialized Practice Group.
Job Titles:
- Senior Investment Strategist
In his role as Senior Investment Strategist, David serves as the chair of the Investment Strategy Committee and is responsible for oversight of all McKinley Carter investment programs. He is also a member of our Risk Management Specialized Practice Group.
Job Titles:
- Member of the Financial Planning Advisory Committee for the University of Charleston
As a financial strategist, Drew enjoys learning about the lives of the clients he serves and encouraging them to pursue their dreams with strategic planning and thoughtfulness. As regional manager, Drew leads the Charleston team by creating an environment of fun professionalism, focusing on excellence in client care and growing the team and the region. He is also a member of McKinley Carter's Financial Autonomy Specialized Practice Group.
Drew was a member of the University of Tennessee football team, playing wide receiver for the Vols in the mid-2000s. He used the lessons learned on the gridiron to pursue a career in finance. While the numbers side was interesting, Drew enjoyed the interaction with people, collaborating to work toward a common goal. This has led to a career with over a decade of experience in the financial services industry, ranging from insurance to investments. Before joining us, Drew co-founded an insurance services firm and was named 2016 Mountain State Agency Alliance Rookie of the Year.
Drew is a member of the Financial Planning Advisory Committee for the University of Charleston and also mentors student-athletes at the University of Tennessee. Additionally, he and his wife Maggie are first-grade Sunday school teachers at River Ridge Church in Hurricane, WV. Until experiencing an Achilles tear, he competed with his friends in an adult soccer league. He now enjoys distance running and bike riding. When he has time, he loves to golf, travel to new places, and vacation with Maggie and their two daughters, Ava and Claire, at Kiawah Island.
Erica is the technology coordinator, acting as the main point of contact between the firm and its IT partner, Omni Strategic Technology. She also serves as the product specialist for the firm's CRM and leads the Solutions With Active Training (S.W.A.T.) and Product Specialist Council (PSC) groups. Her primary responsibilities include overseeing initiatives aimed at enhancing internal efficiencies, managing data, and troubleshooting. Erica also serves as the Chair of the Employee Care Committee.
Job Titles:
- Branch Manager at Scottrade
As regional manager and a financial strategist in our Pittsburgh office, Frank works with individuals and families to provide guidance on their financial future, helping facilitate a roadmap to their personal success and creating deep and lasting relationships along the way. He is also a member of McKinley Carter's Financial Autonomy Specialized Practice Group.
Job Titles:
- Operations Administrator
- Member of Our Central Administration
Janelle Grandstaff is a member of our Central Administration team working as an Operations Administrator in the Wheeling office. Her sharp attention to detail plays a major role in the team's success of maintaining accuracy of client accounts and the execution of trades.
Her responsibilities also include implementation of investment strategies, investment of new deposits, and reconciliation of custodial data.
Before joining the firm, Janelle worked at the Housing Authority of Benwood and McMechen (WV) for four years and, prior to that, worked for 15 years at WesBanco.
Janelle enjoys all outdoor activities, craft beer tastings, and attending concerts.
Jarrett Fair serves as a client coordinator in our Pittsburgh, PA office. In that role, he provides operational support to the Pittsburgh Advisory Team. Jarrett is a member of the Investment Selection Committee's Strategy Subcommittee, where he assists in reviewing and performing investment research/due diligence. He is also a member of our Tax & Legacy Specialized Practice Group.
Jarrett is an accomplished musician playing primarily bass guitar and has performed across the eastern U.S. In his spare time, he also enjoys archery.
Job Titles:
- Chairman of Young Life Kanawha Valley
- Financial Strategist
Jay is a financial strategist in the Charleston office. He serves a wide range of McKinley Carter clients in West Virginia and across the country, helping young professionals and retirees alike navigate the questions and intricacies of their money. Jay is a member of the communications committee of our Investment Services Council (ISC) and serves as the overall Specialized Practice Group Content Coordinator.
Jeffrey Stenhouse serves as client coordinator within the Charleston office. In addition to client advisory services, Jeffrey provides operational support to the Charleston Advisory Team. He is also the coordinator for McKinley Carter's Illiquid Assets Specialized Practice Group and serves as manager of the firm's Investment Services Council (ISC) as well as chairs the ISC Communications Committee.
Job Titles:
- Administrative Coordinator
Joe Spangler serves as administrative coordinator within the Wheeling office. In that role, Joe handles all administrative work for client accounts and processing service requests for the Wheeling Advisory Team. He is also a member of our Risk Management Specialized Practice Group.
Job Titles:
- Business Partner
- Financial Strategist
With 16 years of financial planning experience, Joel Estes serves as a financial strategist in our Dayton, OH office. Joel enjoys building and managing client relationships, providing life planning advice, as well as helping clients reach their financial autonomy goals. He also serves as Coordinator of Retirement Plan Services for the firm, leads our Tax & Legacy Specialized Practice Group as its specialist, and serves on the firm's Investment Strategy Committee.
Joel is a Business Partner Member of the Miami Valley Human Resources Association. In his free time, he enjoys tapping into his creative side -- writing and arranging music, leading music, playing trumpet, piano, pennywhistle, percussion instruments, and singing. His other hobbies include landscaping and interior/exterior design, distance running, walking, and all things basketball. Joel and his wife Leah reside in Beavercreek, OH with their four children. The family is very active with sports, music and church-related activities.
Job Titles:
- Financial Strategist and Chief Compliance Officer
John is the firm's chief compliance officer and a financial strategist in the Pittsburgh office. He also serves as a product specialist for our financial planning tools. Additionally, John serves as a member of McKinley Carter's Illiquid Assets Specialized Practice Group.
In addition to helping individual and family wealth management clients plan for lifetime income, John leads the Charleston office's Retirement Plan Division, working with employers to create attractive 401(k), 403(b) and other retirement plan designs. He also serves on McKinley Carter's Tax & Legacy Planning Specialized Practice Group.
Job Titles:
- Financial Strategist for the Dayton Office
Joshua Johnson serves as a Financial Strategist for the Dayton office of McKinley Carter Wealth Services. He has worked in the financial planning industry for more than 31 years creating strategies to help clients make their dreams attainable. Joshua also serves as the specialist for McKinley Carter's Financial Autonomy Specialized Practice Group.
As receptionist, Judy serves as a corporate ambassador for the firm, welcoming clients and visitors to the Wheeling office, as well as fielding phone calls for the other regional offices. She also performs administrative duties and assists with various projects.
Judy worked as an executive assistant with Chick-fil-A and is a former Weight Watchers coach, earning a Professional Life Coach certification from Udemy in 2020. Additionally, she worked in an administrative coordinator role for a wealth management company in Cranberry Township, PA.
With over 14 years of experience in the financial services industry, Julie has strong skills in building and managing financial plans and portfolios for her clients. While these technical skills serve as the backbone of her work as a financial strategist, Julie finds the best part of her role is the relationships she enjoys with her clients - getting to know each client and their family, as well as their dreams and goals so she can help them live the life they desire. She is also a member of our Illiquid Assets Specialized Practice Group.
Julie serves as senior accountant in McKinley Carter's shared services division, specifically working with Willow Glen Capital. In this role, she oversees the tasks associated with month-end and year-end close of balance sheet accounts, account reconciliations, general ledger analysis, and preparing the monthly financial statements. She delivers relevant and timely reporting of financial data analytics such as key financial metrics, and actual spend against budgets. She assesses the current accounting operations, offering recommendations for improvement and implementing new processes. She provides management with information vital to the decision-making process.
Job Titles:
- Administrative Coordinator
- Receptionist
Julie Wood serves as an administrative coordinator and receptionist in our Charleston, WV office. In that role, she handles all administrative work for client accounts and processing service requests, as well as serves as office ambassador, greeting clients and visitors. She is also a member of our Illiquid Assets Specialized Practice Group.
Job Titles:
- Business Development Manager and Director of Nonprofit Advisory Services
Job Titles:
- PFS ( Retired ) Financial Strategist
Job Titles:
- Chief Administrative Officer
Job Titles:
- CFP®, AIFA® Director of Retirement Plan Services and Financial Strategist
Job Titles:
- Administrative Coordinator
Job Titles:
- Administrative Coordinator
Job Titles:
- Executive Assistant to David H. McKinley