Kathy L. White, FPQP™, CRPC®
Associate Financial Strategist

Kathy White

Associate Financial Strategist

Associate Financial Strategist Kathy White, FPQP™, CRPC®, has been with McKinley Carter for more than a decade, bringing with her almost 30 years of banking and mortgage experience. She wears many hats at our firm because of her breadth of expertise. 

Kathy’s advisory skills encompass both individual wealth management and retirement planning. She also  handles the administration of our employer retirement plans. Although she is based in our Wheeling, WV headquarters, she spends significant time in our Gaithersburg, MD office supporting client relationships. Additionally, Kathy oversees the on-boarding of new employees as it relates to technology and software tools.

Attentive to her own professional development and growth, Kathy has successfully completed the College for Financial Planning's Financial Paraplanner Qualified Professional™ designation program and the Chartered Retirement Planning Counselor program.

Kathy has been married for more than 45 years and is the mother of two grown daughters. She is very family-focused and enjoys spending quality time and traveling with her three granddaughters ages 18, 8, and 6. She is also very active in her community and with her church, serving on various committees such as Christian Education, Finance, and Missions.  She also serves on the board of the Northern Panhandle Home Consortium.

Kathy’s interests are varied – music, travel, and fitness. You will often find Kathy at a morning CrossFit class climbing a rope, or even running/hiking on a local trail.

Community Involvement

Northern Panhandle Home Consortium